wealth management

Santander Aims to Double Business in US Investment Banking
Santander Aims to Double Business in US Investment Banking
November 09, 2023  |  Banking

Santander, Spain’s largest bank, is set to expand its corporate banking presence in the United States. Speaking Thursday (Nov. 9) at the Reuters NEXT conference in...

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Voyant Introduces Wealth Management Tool for Enterprise Customers
Voyant Introduces Wealth Management Tool for Enterprise Customers
November 09, 2023  |  Personal Finance

Wealth management solutions provider Voyant has debuted a tool for its enterprise clients. Voyant Wellness, announced Thursday (Nov. 9), is a “module-based solution” that lets companies offer clients...

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Banks Closed 11% of Supermarket Branches Over Past Year
Banks Closed 11% of Supermarket Branches Over Past Year
October 27, 2023  |  Banking

While brick-and-mortar bank branches have been closing for years, those located within supermarkets are reportedly shutting at a rate that is seven times higher than...

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Goldman’s GreenSky Sale Shows Building a Consumer Lending Business Is Easier Said Than Done
Goldman’s GreenSky Sale Shows Building a Consumer Lending Business Is Easier Said Than Done
October 16, 2023  |  Banking

There’s the ambition, and then there’s the reality. For Goldman Sachs, the retreat from consumer-focused, Main Street-financial services continues — evidence of just how bumpy...

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JPMorgan Pursues Silicon Valley Startups and VC Backers
JPMorgan Pursues Silicon Valley Startups and VC Backers
October 11, 2023  |  Startups

JPMorgan Chase & Co., the largest bank in the United States, is reportedly aggressively positioning itself as the leading financial partner for tech companies in...

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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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