wealth management

FinTech Acorns Seeks $100M At $700M Valuation
FinTech Acorns Seeks $100M At $700M Valuation
November 16, 2018  |  Investments

Through a reported funding round, digital wealth management startup Acorns Grow Inc. is said to be seeking over $100 million in funding. Such a round...

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Goldman Reassigns Online Bank Marcus To Wealth Unit
Goldman Reassigns Online Bank Marcus To Wealth Unit
October 23, 2018  |  Banking

Goldman Sachs is moving its Marcus business line into its wealth-management unit. Get the Full Story Complete the form to unlock this article and enjoy...

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Personetics Launches AI Portal To Boost Bank Loyalty
Personetics Launches AI Portal To Boost Bank Loyalty
September 28, 2018  |  B2B Payments

Artificial intelligence (AI) solutions provider Personetics is rolling out a new solution for financial institutions (FIs) that the company said could support customer retention and...

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Cross-Border FinTech Collaborations Gain Traction
Cross-Border FinTech Collaborations Gain Traction
September 11, 2018  |  B2B Payments

In FinTech and FI collaborations, borders fall to bits and bytes. Get the Full Story Complete the form to unlock this article and enjoy unlimited...

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JPMorgan Poised To Dethrone Wells, Claim Largest US Bank Title
JPMorgan Poised To Dethrone Wells, Claim Largest US Bank Title
September 06, 2018  |  Banking

There’s a good chance that JPMorgan Chase could soon become the largest U.S. bank in terms of outstanding loans, dethroning current champ Wells Fargo. Get...

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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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