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Zaim Hajdari, president of The Hajdari Group, says InvestHalal will serve a need for Muslim-Americans wishing to practice Shariah-compliant asset management.
Members of Chalice Financial Network will gain access to risk analysis opportunities from Riskalyze, compliance solutions from NRS and office locations courtesy of WeWork.
The RIA, founded and led by CEO Joe Duran, would be rolled into Goldman’s existing wealth management business in an effort to target more mass-affluent clients.
Emmanuel Roman said benchmarking the money manager against others is a mistake. Falling behind on technology and new entrants into the markets are what worry him most.