wealth management

BlackRock and Jio Team to Offer Wealth Management in India
BlackRock and Jio Team to Offer Wealth Management in India
April 15, 2024  |  Partnerships

India’s Jio Financial Services has launched a joint venture with BlackRock. The collaboration will establish a wealth management and brokering business in India, and comes less than...

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Investment Apps Tap Open Banking to Help Consumers Cut Costs, Maximize Returns
Investment Apps Tap Open Banking to Help Consumers Cut Costs, Maximize Returns
April 04, 2024  |  Banking

Traditional wealth management services often involve face-to-face interactions with financial advisors, extensive paperwork and opaque fee structures, making the process daunting for many potential investors....

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Voyant Adds Retirement Planning Tools to Wealth Management Software
Voyant Adds Retirement Planning Tools to Wealth Management Software
March 26, 2024  |  Personal Finance

Voyant has added three new financial planning and modeling tools focused on retirement planning to its financial wellness and wealth management software.  These retirement planning...

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Goldman Sachs Doubles Down on Efforts to Attract Super-Rich
Goldman Sachs Doubles Down on Efforts to Attract Super-Rich
January 14, 2024  |  Banking

Goldman Sachs is reportedly increasing its efforts to court ultra-rich clientele. The banking giant has been more focused on lending to private wealth customers —...

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Santander Aims to Double Business in US Investment Banking
Santander Aims to Double Business in US Investment Banking
November 09, 2023  |  Banking

Santander, Spain’s largest bank, is set to expand its corporate banking presence in the United States. Speaking Thursday (Nov. 9) at the Reuters NEXT conference in...

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Voyant Introduces Wealth Management Tool for Enterprise Customers
Voyant Introduces Wealth Management Tool for Enterprise Customers
November 09, 2023  |  Personal Finance

Wealth management solutions provider Voyant has debuted a tool for its enterprise clients. Voyant Wellness, announced Thursday (Nov. 9), is a “module-based solution” that lets companies offer clients...

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Banks Closed 11% of Supermarket Branches Over Past Year
Banks Closed 11% of Supermarket Branches Over Past Year
October 27, 2023  |  Banking

While brick-and-mortar bank branches have been closing for years, those located within supermarkets are reportedly shutting at a rate that is seven times higher than...

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Goldman’s GreenSky Sale Shows Building a Consumer Lending Business Is Easier Said Than Done
Goldman’s GreenSky Sale Shows Building a Consumer Lending Business Is Easier Said Than Done
October 16, 2023  |  Banking

There’s the ambition, and then there’s the reality. For Goldman Sachs, the retreat from consumer-focused, Main Street-financial services continues — evidence of just how bumpy...

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JPMorgan Pursues Silicon Valley Startups and VC Backers
JPMorgan Pursues Silicon Valley Startups and VC Backers
October 11, 2023  |  Startups

JPMorgan Chase & Co., the largest bank in the United States, is reportedly aggressively positioning itself as the leading financial partner for tech companies in...

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