Rockefeller Capital's private wealth head explains why his firm is more like a startup than a big bank. Tech overhauls take months, not years.

Chris Randazzo, a veteran wealth management tech exec told Business Insider it takes him months, not years, to overhaul digital offerings for clients.
Wealth Management

The Diamond Podcast for Financial Advisors: Neil Rubinstein's Journey from Merrill to Rockefeller

Former Merrill veteran Neil Rubinstein shares how joining Rockefeller Global Family Office led to 2X growth and better ...
InvestmentNews

Advisors debate 'family office' craze overtaking the wealth management industry

More wealth managers are billing themselves as 'family offices' as clients request services formerly reserved for the ...
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A look at today's billionaires a century after Rockefeller became the first

On Sept. 29, 1916, it was front page news that a surge in Standard Oil's stock price likely made oil tycoon John D. Rockefeller America's first billionaire. More than a century later, the United ...
American Banker

Georgia banks set December acquisition date

MetroCity Bankshares in Doraville, Georgia, plans to finalize its acquisition of First IC Corp; Rockefeller Capital ...
Reuters

Rockefeller Capital Management L.P.

Rockefeller Capital clinches $622 million investment from IGM Financial Rockefeller Capital Management, a wealth manager and financial advisory firm, sold a 20.5% equity stake to Canada's IGM ...