BNY Mellon’s technology arm Pershing X’s clients are looking to the tech…
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wealth management
144 posts
Citi’s wealth ambitions take shape with new hires, promotions
Morgan Stanley isn’t the only firm that sees a way to gain…
U.S. Bancorp splits new president’s former duties between two executives
U.S. Bancorp in Minneapolis has promoted two longtime executives into expanded roles…
Robinhood automated deposits double QoQ|Bank Automation News
Investing platform Robinhood added more than $3.4 billion through its automated customer…
Envestnet invests in data, API | Bank Automation News
Wealth-tech giant Envestnet is ramping up its investment in data and analytics…
On the hot seat: A banker testifies at Trump’s criminal trial
Michael Cohen (top left) used a First Republic Bank account that he…
Fintech funding: Four-year low in Q1 | Bank Automation News
Fintech funding hit a four-year low in the first quarter of 2024,…
Greg Guenther of GRANTvest Financial Group Honored as a Top Financial Advisor of 2024
NEW YORK, April 24, 2024 (Newswire.com) – InvestmentNews celebrates 60 of the…
Morgan Stanley to deploy tech for M&A | Bank Automation News
Morgan Stanley is looking to the strong merger and acquisition market as…
Now is the time to reimagine wealth management | Bank Automation News
The Music is Starting to Stop Recent years have been extremely lucrative…
JPM buys LayerOne Financial | Bank Automation News
JPMorgan subsidiary Neovest Holdings has acquired investment management company LayerOne Financial for…
JPM buys LayerOne Financial | Bank Automation News
JPMorgan subsidiary Neovest Holdings has acquired investment management company LayerOne Financial for…
Rothschild Family Net Worth 2024 And Impact of Lord Jacobs Death
The Rothschild family’s legacy in finance and philanthropy is long-established, with their…
Envestnet data and analytics revenue falls 7% YoY | Bank Automation News
Envestnet data and analytics revenue fell during its fiscal fourth quarter amid…
Zilo nabs $31M in series A | Bank Automation News
Venture funding fell in 2023 as investors took uncertain macroeconomic conditions into…
Envestnet CEO Crager stepping down | Bank Automation News
Bill Crager will step down as chief executive of wealth tech company…
Morgan Stanley pays Gorman $37 million for final year as CEO
James Gorman engineered a transformation of Morgan Stanley with wealth management at…
Goldman tech spend up 5% to $1.9B | Bank Automation News
Investment banking behemoth Goldman Sachs ramped up technology investment while pulling back…
84% of banks are missing a 'mass'-ive wealth market opportunity
Banks and wealth management firms owned by banks are desperate to grow…
Yodlee sale can land Envestnet up to $400M | Bank Automation News
Wealthtech giant Envestnet is reportedly exploring the sale of its data aggregation…