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digital wealth management

FintechNews RoundupUSA
·Jan. 27, 2020

E-Trade Starts Fighting Back as Industry Shifts

E-Trade says they are going on a hiring spree for financial consultants as they look to scoop up all disenfranchised...
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FintechNews RoundupUSA
·Jun. 17, 2019

Automated Advice is Not as Objective as You Think

There has been a wide trend in recent years to use automated investment advice as it is seen to be...
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FintechNews RoundupUSA
·Jun. 11, 2019

Social Investing Drives Millennial Wealth Management

According to a survey by Bank of America 77 percent of high net worth millennials own or are interested in...
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FintechNews RoundupUSA
·May. 23, 2019

Wealthsimple Raises $75mn as They Look Towards a Future IPO

Digital wealth management startup Wealthsimple raised $75mn from the digital investment arm of Germany’s Allianz, Allianz X, along with early...
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FintechNews RoundupUSA
·Apr. 30, 2019

How Schwab Became the Envy of Wall Street

In the early days at Charles Schwab Corp. the company was seen as a discount broker for amateurs and was...
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FintechNews RoundupUSA
·Jan. 17, 2020

Charles Schwab Surpasses $4tn in Assets

Charles Schwab’s decision to cut trading fees to zero on October 1st is paying off with the wealth manager surpassing...
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FintechNews Roundup
·Jun. 12, 2019

Ant Financial Strikes Joint Venture with Vanguard

Ant Financial owns the world’s largest money market fund and has just struck a joint venture with the Shanghai subsidiary...
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FintechNews RoundupUSA
·May. 28, 2019

Robinhood Has Big Fundraising Plans Ahead

According to The Information fintech startup Robinhood has big plans for fundraising rounds in the near future; the publication says...
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EuropeFintechNews Roundup
·May. 8, 2019

New Report Examines Savings Behavior Across Europe

A new report by fintech Raisin examines savings behavior for different age groups and gender for German, Spain and the...
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FintechNews RoundupUSA
·Apr. 25, 2019

Bank of America Wants to be the Financial Mission Control for Customers

Bank of America’s latest product, Life Plan, aims to make the bank the a central guiding force for their customers...
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