Wealth Management news and trends

Wealthfront Plans IPO Amid Warmer Environment for FinTechs
IPO // June 23, 2025

Wealth management platform Wealthfront is reportedly the latest FinTech planning to go public. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to our daily newsletter, PYMNTS Today....

BBVA Advises Wealthy Clients to Add Bitcoin and Ether to Portfolio
Cryptocurrency // June 17, 2025

Spanish bank BBVA reportedly advises that wealthy clients invest between 3% and 7% of their portfolios in the cryptocurrencies bitcoin and ether. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins...

ICapital to Acquire Citi Global Alternatives and Collaborate With Citi Wealth
Acquisitions // May 13, 2025

Global FinTech platform iCapital said Tuesday (May 13) that it will acquire Citi’s indirect subsidiary, Citi Global Alternatives. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to...

52% of Those Earning Over $100K Manage Finances on As-Needed Basis
Consumer Insights // April 07, 2025

In recent years, the narrative of financial insecurity has predominantly centered on middle and lower-income groups. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to our daily...

Interviews & Exclusives
52% of Those Earning Over $100K Manage Finances on As-Needed Basis

April 07, 2025
In recent years, the narrative of financial insecurity has predominantly centered on middle and lower-income groups. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to our daily newsletter, PYMNTS Today. By completing this form, you agree to […]

Goldman’s GreenSky Sale Shows Building a Consumer Lending Business Is Easier Said Than Done

October 16, 2023
There’s the ambition, and then there’s the reality. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no...

UK Digital Banks Set Sights on Underserved Mass Affluent Segment

July 26, 2022
When we talk about the mass affluent, it goes beyond high-net-worth individuals and affluent retirees to people who have made a huge fortune from the sale of a business, a...

Quick Reads
JPMorgan Chase Reorganizes Private Bank to Facilitate Global Investments

July 03, 2025
JPMorgan Chase reportedly reorganized its private bank and named a global head of the bank, which is a new role. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to our daily newsletter, PYMNTS Today. By completing this form, you […]

Wealthfront Plans IPO Amid Warmer Environment for FinTechs

June 23, 2025
Wealth management platform Wealthfront is reportedly the latest FinTech planning to go public. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to...

BBVA Advises Wealthy Clients to Add Bitcoin and Ether to Portfolio

June 17, 2025
Spanish bank BBVA reportedly advises that wealthy clients invest between 3% and 7% of their portfolios in the cryptocurrencies bitcoin and ether. Get the Full Story Complete the form to unlock...

ICapital to Acquire Citi Global Alternatives and Collaborate With Citi Wealth

May 13, 2025
Global FinTech platform iCapital said Tuesday (May 13) that it will acquire Citi’s indirect subsidiary, Citi Global Alternatives. Get the Full Story Complete the form to unlock this article and...