wealth management

Goldman Hands Off Personal Finance Unit to Creative Planning

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. Get the Full Story Complete the form to unlock this article and enjoy unlimited...

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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. Get the Full Story Complete the form to unlock this...

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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. Get the Full Story Complete the form to unlock this article...

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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. Get the Full Story Complete the form to unlock this article and enjoy unlimited...

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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. Get the Full Story Complete the form to unlock this...

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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.  Get the Full Story Complete the form to unlock this article...

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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. Get the Full Story Complete the form to unlock this...

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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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PettyGigs Partners with Atomic to Give Teens Flex Jobs, Savings
PettyGigs Partners with Atomic to Give Teens Flex Jobs, Savings
August 23, 2022  |  Gig Economy

Gig economy tool for young adults and teens PettyGigs is partnering with white-labeled wealth management and brokerage firm Atomic to launch a single solution for...

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