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wealth management

Fintech One-on-One Podcast
·Oct. 14, 2022

Podcast 388: Mike Sha of SigFig

In this episode the CEO and Co-Founder of SigFig, Mike Sha, talks financial advice, how to scale good advice and why a new holistic approach is needed
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Fintech
·Jul. 24, 2020

How Ant Group was Built into a Fintech Powerhouse

The Ant Group is slated to go public with a valuation around $200bn, which makes it the world’s highest valued...
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FintechUSANews Roundup
·May. 15, 2020

Goldman Sachs Acquiring Wealth Management Firm Folio Financial

According to Reuters Goldman Sachs is acquiring the boutique wealth management firm, Folio Financial, for an undisclosed amount; Goldman Sachs...
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News RoundupFintechUSA
·Feb. 4, 2020

Ride Hailing Company Grab Acquires Bento to Move into Wealth Management

Grab is a well known ride-hailing app in Singapore; now they are acquiring Bento, a wealth management startup; they plan...
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FintechUSANews Roundup
·Apr. 16, 2019

Goldman Sachs Looking at Wealth Management for the Mass Affluent

Goldman Sachs continues to be one of the most active companies in all of finance when it comes to new...
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PitchIt Fintech Startups Podcast
·Dec. 15, 2021

PitchIt Podcast #31: Gaurav Sharma of Capitalize

On Episode 31, I talk with Gaurav Sharma of Capitalize. Capitalize helps you keep track of your retirement account when you change employers.
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FintechEurope
·Jul. 1, 2020

Transferwise to Launch Investment Offering in the UK

Transferwise has obtained a license from the UK’s Financial Conduct Authority to offer retail investments to clients; while Transferwise has...
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News RoundupFintechUSA
·Feb. 20, 2020

Morgan Stanley Buys E*Trade for $13 Billion

According to the Wall Street Journal, E*Trade has five million retail customers including $360 billion in assets; Morgan Stanley will...
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News RoundupFintechUSA
·Jan. 30, 2020

Citigroup Releases Robo-Advisor called Citi Wealth Builder

Citigroup’s new robo-advisor will be free for customers who have at least $50,000 in deposits or investments; this is the...
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News RoundupFintechUSA
·Mar. 14, 2019

Price War Has New ETF Paying Investors

There has been a price war going on in the ETF market as robo advisors have helped to bring costs...
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