Greg Fleming, head of Rockefeller Capital Management, highlights how digital tools and the coming wealth transfer are reshaping wealth managementsimply click here to claim your deal and get access to all exclusive Business Insider PRIME content.
Fleming highlighted two factors reshaping wealth management: digital tools and the coming wealth transfer from Baby Boomers to younger generations.Wall Street veteran Greg Fleming announced big ambitions when he took over as CEO of Rockefeller Capital Management last year. On Tuesday, Fleming said he's making progress toward that goal. By year end, he said he expects the firm to hit about $35 billion, a milestone that means the firm has added about $1 billion per month since he took over.Part of Rockefeller's growth will come through acquisitions, the first of which the companyGreg Fleming just hired the former chief of Goldman Sachs' elite financial planners, and it shows he's serious about staying true to the Rockefeller nameThe first is digital.
- should also change the wealth industry, he said. Because of longer life expectancy, women are set to be the face of that capital transfer.