Meet Curi RMB Capital: Jake Eischens
January 17, 2024
Body Top Nothing shapes your experience working with Curi RMB Capital more than the people who make our work possible every day. The Meet Curi RMB Capital series offers a chance to get to know our team a little better. RMB: Can you give us an overview of your role at Curi RMB Capital?
There Aren’t Many Universal Truths in Preparing for Retirement, But There are a Few
January 17, 2024
Byline Erica Tarantur, CFP®, CIMA®, Partner, Wealth Advisor
Here at Curi RMB Capital, we offer many different pieces of advice for people thinking about retirement. Everyone’s financial goals and situation are different, and yet, there are several basic guidelines that apply to nearly everyone, no matter what the future holds.
Your Financial Resolutions for 2024
January 16, 2024
Byline Margo Sweany, CFP®, Partner, Senior Wealth Advisor
As the calendar turns over to a new year, it's an opportune time to reflect on our financial habits, set new goals, and take steps toward a healthier financial future. Whether you were on top of your year-end financial to-do list or you’re diving in for the first time, here are five steps to refresh your financial journey for 2024.
Curi Capital and RMB Capital Complete Merger
January 2, 2024
CHICAGO & RALEIGH, N.C., Jan. 2, 2024 – Curi, a national healthcare advisory firm comprised of three distinct businesses: Curi Advisory, Curi Capital, and Curi Insurance, today confirmed the completion of its previously announced acquisition of RMB Capital and the merger between Curi Capital and RMB Capital (“RMB”), creating a registered investment advisory firm with more than $11.3 billion in assets under advisement.1 Terms were not disclosed.
December 18, 2023
Nothing shapes your experience working with RMB more than the people who make our work possible every day. The Meet RMB series offers a chance to get to know our team a little better. RMB: Can you give us an overview of your role at RMB?
Curi Capital to Merge with RMB Capital
November 21, 2023
Subtitle RMB Co-Founder Dick Burridge to Become Executive Chairman of Combined Firm, Dimitri Eliopoulos to Assume Role of CEO
CHICAGO & RALEIGH, N.C., Nov. 21, 2023 – Curi, a national healthcare advisory firm comprised of three distinct businesses: Curi Advisory, Curi Capital and Curi Insurance, announced a definitive agreement to acquire a majority stake of RMB Capital (“RMB”), a registered investment advisory firm with more than $9.6 billion in assets under advisement.1 As part of the agreement, Curi Capital, a registered investment advisory firm with approximately $1.6 billion in assets under advisement,2 will merge with RMB.
Curi RMB Capital: A New Chapter Firmly Rooted in Our History
November 21, 2023
Overview & Highlights FAQs Key Facts Company Backgrounds As of January 1, 2024, RMB Capital and Curi Capital have formally merged to become Curi RMB Capital. We’re excited to embark on our joint future and to continue serving our clients as a combined firm.
November 17, 2023
Nothing shapes your experience working with RMB more than the people who make our work possible every day. The Meet RMB series offers a chance to get to know our team a little better. RMB: Can you give us an overview of your role at RMB?
Avoid These Common Missteps to Optimize Your Roth IRA
November 16, 2023
Byline Charlie Brey, CFP®, V.P., Wealth Advisor
A Roth IRA is an effective retirement savings tool, as my colleague Michele Francisco has noted before, that provides investors with flexibility and long-term tax efficiency. You’ll get the greatest benefit out of a Roth IRA by keeping these tips in mind to avoid potential hiccups.