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, ...
Women will get most of the $124 trillion 'great wealth transfer.' Here's why.
Roughly $54 trillion will go to surviving spouses — a shift also referred to as the “horizontal wealth transfer.” ...
John Carrick
John Carrick is the co-founder and managing principal of Integrated Capital Management, a firm that represents various U.S.
Buyout Firm CVC Eyes US Private Credit in Expansion Drive
CVC Capital Partners Plc has identified private credit in the US as an area for potential acquisitions, according to Chief Executive Officer Rob Lucas.
Crain's Chicago Business8d
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.
LPL Financial Welcomes Four Advisors to Carnegie Private Wealth
Carnegie Private Wealth launched in 2023 with LPL Strategic Wealth and has been on an upward growth trajectory ever since. They leveraged LPL’s business strategists, marketing resources and a ...
Bloomberg L.P.12d
Key drivers transforming wealth management in APAC
The APAC private wealth management landscape is shifting rapidly as new tools and client demands push the industry toward increased efficiency, accuracy, and competition. Recent discussions and ...