wealth management

BBVA Advises Wealthy Clients to Add Bitcoin and Ether to Portfolio

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

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...

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ICapital to Acquire Citi Global Alternatives and Collaborate With Citi Wealth
ICapital to Acquire Citi Global Alternatives and Collaborate With Citi Wealth
May 13, 2025  |  Partnerships

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...

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

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...

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Robinhood Offers Retail Investors Wealth Management Services
Robinhood Offers Retail Investors Wealth Management Services
March 27, 2025  |  Investments

Robinhood has launched a wealth management service targeting its less-wealthy clients. Get the Full Story Complete the form to unlock this article and enjoy unlimited...

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RockFi Raises $19 Million to Expand Wealth Management Platform
RockFi Raises $19 Million to Expand Wealth Management Platform
March 24, 2025  |  Investments

Paris-based wealth management FinTech RockFi has raised $19 million in new funding. Get the Full Story Complete the form to unlock this article and enjoy unlimited free...

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Commerce Bancshares: ‘Full-Service Approach’ Drives Gains in Wealth Management Business
Commerce Bancshares: ‘Full-Service Approach’ Drives Gains in Wealth Management Business
January 22, 2025  |  Earnings

Commerce Bancshares grew its wealth management business in the fourth quarter after announcing new initiatives targeting that market. Get the Full Story Complete the form...

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iCapital to Add ‘Reusable Financial Identity’ With Parallel Markets Acquisition
iCapital to Add ‘Reusable Financial Identity’ With Parallel Markets Acquisition
January 16, 2025  |  Partnerships

FinTech company iCapital plans to enhance its alternative investment marketplace platform for the wealth and asset management industries by acquiring Parallel Markets. Get the Full...

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Envestnet Finalizes $4.5 Billion Go-Private Deal With Bain Capital
Envestnet Finalizes $4.5 Billion Go-Private Deal With Bain Capital
November 25, 2024  |  Partnerships

Wealth technology provider Envestnet has officially become a private company. Get the Full Story Complete the form to unlock this article and enjoy unlimited free...

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