French wealth management fintech RockFi garners €18m funding
With this fresh capital, RockFi aims to fast-track its expansion and reach its target of managing €1bn in assets by the close ...
What Private-Equity Player Karl Heckenberg Looks For in Wealth Management Firms
The head of Constellation Wealth Capital explains what makes independent RIA businesses attractive to his investment firm, ...
Los Angeles Business Journal13h
Leaders of Influence: Wealth Managers 2025 – Bruce Munster
BRUCE MUNSTER Managing Director Merrill Private Wealth Management Bruce Munster is a principal of the Munster Freeman Group, ...
Los Angeles Business Journal14h
Leaders of Influence: Wealth Managers 2025 – Erik Ridgley
ERIK RIDGLEY CEO; Chief Investment Officer Salem Partners Wealth Management Erik Ridgley, CFA is CEO and chief investment ...
InvestmentNews1d
Goldman Sachs preps for greater private markets regulation
Goldman Sachs Group Inc. plans to spend more time with regulators regarding its private markets work as both profits and ...
Crain's Chicago Business11d
As Chicago’s wealth management industry grows, independent firms carve out their niche
Chicago-based Burling Wealth Partners has amassed $800 million in assets under management since launching in September.
Goldman's Nachmann on Opportunities in Private Markets
Marc Nachmann, global head of asset and wealth management at Goldman Sachs, says the firm plans to spend more time with ...