wealth management

Citigroup’s Jud Linville To Leave As Part Of Executive Reshuffling

Citigroup’s Jud Linville To Leave As Part Of Executive Reshuffling
Citigroup’s Jud Linville To Leave As Part Of Executive Reshuffling
August 13, 2018  |  Banking

Citigroup announced Monday (Aug. 13) that Jud Linville, CEO of global cards and consumer services, will leave the bank as part of executive reshuffling. According...

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Ant Financial Has More Than 600 Million Users
Ant Financial Has More Than 600 Million Users
May 17, 2018  |  Alternative Finances

Ant Financial, the Chinese payment affiliate of Alibaba, has more than 600 million users, the first time the company has said how large its business...

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Wells Fargo Probe Expands Into Wealth Management Unit
Wells Fargo Probe Expands Into Wealth Management Unit
March 16, 2018  |  Security & Fraud

U.S. regulators’ investigations into Wells Fargo’s sales practices has expanded into the financial institution’s wealth management operations, according to news from The Wall Street Journal. Get...

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Wells Probes Wealth Management Sales Practices
Wells Probes Wealth Management Sales Practices
March 02, 2018  |  Security & Fraud

The controversy surrounding Wells Fargo continues. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS...

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Fiserv To Provide Financial Advice Through GoldBean
Fiserv To Provide Financial Advice Through GoldBean
June 27, 2017  |  Business

Fiserv, global provider of financial services technology solutions, recently announced the addition of tailored digital advice and education to its Wealth Management Network from Fiserv...

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Ant Financial Close To Doubled Its Profit In Fiscal Year 2017
Ant Financial Close To Doubled Its Profit In Fiscal Year 2017
June 23, 2017  |  Payment Methods

Ant Financial, the financial arm of Alibaba specializing in wealth management, nearly doubled its profit during its 2017 fiscal year in part because of its mobile...

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Are Robo-Advisors The Autonomous Future Of Investments?
Are Robo-Advisors The Autonomous Future Of Investments?
May 18, 2017  |  Digital Banking

Robo-advisors are touted as the next big thing in digital banking and investments. For the May Digital Banking Tracker™, PYMNTS spoke with Dan Egan, director of Behavioral Finance and...

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NEW REPORT: Will Investors Put Their Robo Assets On The Robo-Line?
NEW REPORT: Will Investors Put Their Robo Assets On The Robo-Line?
May 17, 2017  |  Digital Banking

From automation to mobile-first institutions and solutions, disruption is the new normal for the digital banking space. Get the Full Story Complete the form to...

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Credit Suisse Sets Its Sights On The Super-Rich
Credit Suisse Sets Its Sights On The Super-Rich
August 01, 2016  |  Investments

Credit Suisse is getting back into the private wealth business in the U.S., creating a new investment banking unit that caters to company founders and...

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