Mical Jeanlys-White built WealthMore out of frustration. She spent years on Wall Street, building products at American Express and serving as a managing director at JPMorgan Chase. She realized the ...

Fast Company spoke with Fahad Hassan, CEO of wealth management platform Range, about what makes its new robo-advisor ...

UBS has applied for a banking licence in the United States, the Swiss bank said on Monday, underlining its desire to ramp up ...

Great Hill Partners ("Great Hill"), a private equity firm that invests in high-growth, disruptive companies, today announced ...

Goldman Sachs is eyeing wealth management for the mass affluent as part of the continuing expansion of its nascent consumer banking business. Currently in the early stages of development, Goldman’s ...

FusionIQ, a firm focused on the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, announced the launch of its FIQ ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. Last year, the total value of digital wallet transactions ...

BNA Software and Scivantage s Financial Guidance division have released BNA Wealth Manager, a wealth management software product designed for use by CPAs. Unlike wealth management products designed ...

Cash-strapped developer China Evergrande Group has begun repaying investors in its wealth management products with real estate, a unit of its main Hengda Real Estate Group Co Ltd unit said. Recasts, ...

Every time Dakin publishes a story, you’ll get an alert straight to your inbox! Enter your email By clicking “Sign up”, you agree to receive emails from ...

China's banking and insurance regulator said on Friday it will launch wealth management product pilots in four cities aimed at retail investors looking to boost their retirement savings. BEIJING, Sept ...