wealth management

Goldman Sachs Reshuffles Exec Team as Longtime COO Retires
Goldman Sachs Reshuffles Exec Team as Longtime COO Retires
September 11, 2023  |  Personnel

Goldman Sachs has reshuffled its leadership team following the retirement of longtime executive Laurence Stein. Stein has spent 27 years at the banking giant, most recently serving...

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Goldman Hands Off Personal Finance Unit to Creative Planning
Goldman Hands Off Personal Finance Unit to Creative Planning
August 28, 2023  |  Banking

Goldman Sachs is selling its personal finance business to investment adviser Creative Planning. The deal, announced Monday (Aug. 28), comes one week after the news that Goldman was considering...

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Goldman Exploring Sale of Personal Finance Unit
Goldman Exploring Sale of Personal Finance Unit
August 21, 2023  |  Banking

Goldman Sachs could sell its personal financial management business as it moves away from retail banking. “We see continued opportunities to invest in this segment but...

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JPMorgan-Backed TIFIN Unveils Platform for Creating AI FinTechs
JPMorgan-Backed TIFIN Unveils Platform for Creating AI FinTechs
July 27, 2023  |  artificial intelligence

Artificial intelligence (AI) wealth platform TIFIN has unveiled a new venture dedicated to creating AI-powered FinTechs. The company’s TIFIN.AI, announced in a Thursday press release (July 27), will work...

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Revolut Offers Its Robo-Advisor to US Investors
Revolut Offers Its Robo-Advisor to US Investors
June 29, 2023  |  financial apps

British financial app Revolut has brought its robo-advisor to U.S. soil. The automated investing feature manages customers’ investment portfolios for them with fees Revolut says are...

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Wells Fargo to Launch Digital Platform for Wealth Management
Wells Fargo to Launch Digital Platform for Wealth Management
February 22, 2023  |  Digital Banking

Wells Fargo is preparing to launch a digital platform offering clients tools for wealth management. The new LifeSync, which will be available to select clients...

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Green Dot Banking Platform Extends Partnership With Wealthfront 
Green Dot Banking Platform Extends Partnership With Wealthfront 
December 19, 2022  |  Digital-First Banking

The Green Dot banking platform has extended its partnership with wealth management provider Wealthfront.  The two companies said in a Monday (Dec. 19) press release...

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GoLogiq and GammaRey Target Gen Z Consumers in $320M Merger
GoLogiq and GammaRey Target Gen Z Consumers in $320M Merger
December 15, 2022  |  Acquisitions

GoLogiq and GammaRey have merged to access the $500 billion Gen Z wealth management market. The two FinTechs announced the deal Thursday (Dec. 15), with...

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FinTech Startup Opens Private Market Access to Wealth Management Space
FinTech Startup Opens Private Market Access to Wealth Management Space
August 31, 2022  |  Investments

A FinTech startup in the U.K. is opening private market investment access to the wealth management industry by offering a digital marketplace that managers can...

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