JPMorgan Chase reportedly reorganized its private bank and named a global head of the bank, which is a new role. David Frame, who previously served as the...
Wealth management platform Wealthfront is reportedly the latest FinTech planning to go public. The company has filed confidentially for an initial public offering in the...
Spanish bank BBVA reportedly advises that wealthy clients invest between 3% and 7% of their portfolios in the cryptocurrencies bitcoin and ether. The share depends on...
Global FinTech platform iCapital said Tuesday (May 13) that it will acquire Citi’s indirect subsidiary, Citi Global Alternatives. Citi Global Alternatives is the adviser to...
In recent years, the narrative of financial insecurity has predominantly centered on middle and lower-income groups. However, a subtle but significant shift is emerging among...
Robinhood has launched a wealth management service targeting its less-wealthy clients. The financial services company on Thursday (March 27) unveiled “Robinhood Strategies,” a wealth management...
Paris-based wealth management FinTech RockFi has raised $19 million in new funding. The company says its Series A round, announced Monday (March 24), will help it pursue its goal...
Commerce Bancshares grew its wealth management business in the fourth quarter after announcing new initiatives targeting that market. The Missouri-based regional bank holding company said...