PYMNTS

SEPTEMBER 14, 2020

trillion global investment giant founded in the 1940s and named after Benjamin Franklin is teaming up with upstart Razer Fintech to create a digital wealth management platform targeted at millennials and young investors. 14) to work together to develop the new platform.

Millennials 134

Millennials Fintech Resources Innovation 134

PYMNTS

DECEMBER 13, 2019

Their joint venture will provide individual investors in the country with a fund investment advisory service as approved by the China Securities Regulatory Commission (CSRC), bringing together the advisory as well as investment management service expertise of Vanguard and the technology of Alipay, according to an announcement.

Management 133

Management Technology Groups Retail 133

PYMNTS

JANUARY 14, 2021

The round was led by Hanwha Asset Management , South Korea’s leading asset management company. Other investors in the round include K3 Ventures , GGV Capital , Arbor Ventures and Flourish Ventures , the release stated. Grab Financial Group had a productive 2020 in which it managed to increase total revenue by 40 percent.

Groups 204

Groups Regional Fintech Management 204

PYMNTS

SEPTEMBER 15, 2020

In today’s top news in digital-first banking, Goldman Sachs has launched a personal finance offering for customers of average means, and Franklin Templeton’s Singapore subsidiary has joined forces with Razer Fintech. Goldman’s Marcus Adds Personal Finance Management Tools. Goldman’s Marcus Adds Personal Finance Management Tools.

Tools 131

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PYMNTS

JANUARY 29, 2020

Amid the targets for return on equity in the investment banking business, Goldman ’s first Investor Day in the wake of a revamped operating structure placed special emphasis on the digital realm. Specifically, digital banking services, delivered to a broader consumer base through mobile means. Five-Year Targets.

Digital Banking 136

Digital Banking Strategy Management Apple 136

PopularBank

FEBRUARY 19, 2021

As we look to the year ahead, diversifying wealth management needs and client expectations continue to challenge financial consultants and advisors. The Great Wealth Transfer will continue to drive diversifying wealth management needs in 2021. Relationships will continue to be key.

Meeting 98

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PYMNTS

JANUARY 18, 2021

Last week, Grab announced that its Grab Financial Group had raised $300 million in a Series A funding round led by Hanwha Asset Management and joined by K3 Ventures , GGV Capital , Arbor Ventures and Flourish Ventures. Last month, Grab and Singtel announced they had received a license to set up a digital bank in Singapore.

Fintech 198

Fintech US Groups Management 198

PYMNTS

JANUARY 7, 2020

And in doing so, the firm is fashioning itself in a way that may more closely resemble peers, and give investors a way to compare Goldman to, say, JPMorgan and others. Goldman said in a filing with the Securities and Exchange Commission that it had created a Consumer and Wealth Management unit. Yet Marcus has lost $1.3

Report 134

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BankInovation

JUNE 17, 2021

digital wealth manager Nutmeg Saving and Investment as it seeks to expand its mobile banking service for retail investors in the country. Nutmeg has more than 140,000 customers and manages over 3.5 JPMorgan Chase & Co. agreed to buy U.K. billion pounds ($4.9 bank Thursday. […].

Retail 98

Retail Mobile Management 98

PYMNTS

JANUARY 7, 2020

And in doing so, the firm is fashioning itself in a way that may more closely resemble peers, and give investors a way to compare Goldman to, say, JPMorgan and others. Goldman said in a filing with the Securities and Exchange Commission that it had created a Consumer and Wealth Management unit. Yet Marcus has lost $1.3

Apple 132

Apple Lending Cards Report 132

CB Insights

MARCH 29, 2022

Startups are changing how retail and institutional investors manage wealth. Wealth tech companies aim to help individuals manage their finances and make more asset classes and services accessible to lower-income investors. Digital wallets are transforming the way people manage every aspect of their lives.

Regional 61

Regional Management Tools Retail 61

PYMNTS

JUNE 18, 2020

Jio Platforms has reeled in another big investor, with Saudi Arabia’s sovereign wealth fund agreeing to pump $1.5 I welcome PIF as a valued partner in Jio Platforms … as we take ambitious steps to accelerate India’s digital transformation for enriching and empowering the lives of 1.3 billion Indians.”.

Industry 130

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CB Insights

DECEMBER 15, 2020

Change has been long overdue for the wealth management industry, which is facing growing competition, outdated legacy tech , thinning margins , and an aging client base. As with numerous other industries, the Covid-19 crisis has propelled digitization in the space — with fintechs and financial services incumbents alike.

Management 87

Management Fintech Industry Trends 87

Perficient

JANUARY 4, 2022

In 2019, Bank of America’s chief executive, Brian Moynihan, prohibited the company’s wealth managers from putting any client money into cryptocurrency-related investments. The report states that it [digital assets] is “a blossoming asset class that has become too large to ignore.” Northern Trust. As of October 5, 2021, U.S.

cryptocurrency 309

cryptocurrency Marketing Bitcoin America 309

CB Insights

SEPTEMBER 30, 2020

Wealth tech companies are reshaping the way retail and institutional investors manage wealth. The space has gained momentum in 2020, with wealth tech companies raising $3.4B to date — already a 29% increase from $2.6B Want the full expert post? Become a CB Insights customer.

Tools 80

Tools Management Marketing Company 80

CB Insights

JANUARY 25, 2021

Europe-based wealth tech companies are leveraging online platforms, software, and other tools to provide alternative ways for retail investors and advisors to invest or manage money. Although 2020 wealth tech funding in Europe dipped from the highs set in 2019, it outpaced 2018 levels by 20%. Want the full expert post?

Management 77

Management Company Software Tools 77

PYMNTS

DECEMBER 23, 2018

In addition, he will work with investors, clients and regulators on the company’s Security Token Offering, advisory services business and its partnership with BOX Digital Markets to launch the first SEC-regulated exchange for trading security tokens. And the U.S.

Bitcoin 164

Bitcoin Compliance Regulation Security 164

Javelin Strategy & Research

NOVEMBER 7, 2023

Banner Section Home Rss.xml 2024 Trends & Predictions Javelin’s Trends & Predictions reports look at the coming year across the range of Javelin Strategy & Research’s practice areas—digital banking, fraud & security, payments, and wealth management—and highlight the compelling challenges and opportunities likely to emerge.

Trends 45

Trends Fraud Digital Banking Strategy 45

Javelin Strategy & Research

NOVEMBER 15, 2022

Banner Section Home Rss.xml 2023 Trends & Predictions Javelin’s Trends & Predictions reports look at the coming year across the range of Javelin Strategy & Research’s practice areas—digital banking, fraud & security, payments, and wealth management—and highlight the compelling challenges and opportunities likely to emerge.

Trends 40

Trends Fraud cryptocurrency Banking Trends 40

PYMNTS

MAY 21, 2020

KKR, the global investment firm based in New York, is the latest mega investor to join a deal to turn the digital subsidiary of Reliance Industries Ltd. billion stake that would value the fast-growing Indian digital company at $65 billion, the news service reported. into a global tech giant, sources told The Financial Times.

New York 130

New York Mobile Maine Operations 130

PYMNTS

MARCH 10, 2020

To allow users to borrow against their holdings, digital currency wallet and exchange company Blockchain.com unveiled a “Borrow” Service. Lending has become a quickly growing area in the digital currency sector. The offering will provide loans in stablecoins that are denominated in U.S.

New Jersey 217

New Jersey Bitcoin Lending blockchain 217

BankInovation

JUNE 25, 2021

This week’s funding rounds added wealth management referral platform SmartAsset to the ranks of fintech unicorns, while a European payments provider, Indonesian BNPL player and South Korean financial app company respond to the demand for regional digitalization. SmartAsset’s digital […].

Management 59

Management Regional Capital Fintech 59

PYMNTS

OCTOBER 6, 2020

Right from the start, we have been very excited about our collaboration with Visa to transform the digital payments experience globally,” said LiMeng Lee , Razer Fintech CEO, in a press release. The Singapore-based financial technology company said the move is part of its goal of establishing “the world’s first global youth bank.”.

Cards 150

Cards Fintech Millennials Training 150

PYMNTS

FEBRUARY 24, 2020

However, by buying Radius Bank, its platform gets extended automatically, in a way, with another platform, one that offers check deposit, bill pay and personal financial management tools. The announcement focuses on businesses with overlap: investment management, which includes equity trading. Some Precedents.

Digital Banking 242

Digital Banking Course Online Management 242

BankInovation

JULY 6, 2022

Bank of America recently announced it is extending its multiyear partnership with asset and wealth management investment platform iCapital.

America 52

America New York Fintech Management 52

The Paypers

MARCH 14, 2023

Saxo , a market access specialist has announced that as part of its partnership with digital wealth manager, Moneyfarm , it has provided M&G’s &me investors with access to mutual fund portfolios.

Management 36

Management Marketing 36

CB Insights

NOVEMBER 4, 2022

The future of investing will be built around key technologies such as: Alternative investing platforms that open access to non-traditional assets like private equity, real estate, art, and crypto for retail investors and their advisors. download the Future of Investing REPORT. First name. Company Name. Company Name. Phone number.

Technology 66

Technology Management blockchain Retail 66

Chris Skinner

JULY 18, 2017

I was interviewed by UBS’s wealth management team a month ago, when the bitcoin bubble was in full bloom. What other global themes should investors be aware of when dealing with the cryptocurrency market? For example, sterling weakness has meant that UK investors are looking for alternative places to put their money.

Bitcoin 318

Bitcoin cryptocurrency Financial Technology Community 318

Ublocal

FEBRUARY 7, 2024

Through our UB2Go digital banking platform , we’re introducing an easy-to-use digital investment app. You can start investing with as little as $10, joining the ranks of savvy investors right from your phone or computer. Let’s delve into why the stock market is a great place for your money to grow.

New Hampshire 98

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PYMNTS

JANUARY 30, 2020

In today’s top news, Facebook reports a 51 percent increase in expenses for 2019 in its Q4 earnings release, Goldman focuses on expanding its digital consumer bank and Airbnb hires former Disney President Catherine Powell to head its Experiences division. Digital banking efforts took center stage at Goldman’s Investor Day on Wednesday (Jan.

social media 141

social media Payments ATM Fraud 141

PYMNTS

JANUARY 22, 2019

It also tracks G-Coin tokens, which are digital title certificates of the gold. The Shariah-compliant endorsement of the RG SCA and the issuance of G-Coin tokens will give confidence to Islamic investors and gold players to participate in this initiative and play bigger roles to create a more ethical and conflict-free ecosystem.”.

blockchain 123

blockchain Community Risk Management Compliance 123

PYMNTS

OCTOBER 14, 2020

trillion in spending at Bank of America, customers have spent more than they did last year,” CEO Brian Moynihan told investors and analysts on a conference call following the company’s 3Q earnings release. More Digital Engagement and Slower Growth in Loan-Loss Provisions . billion digital log-ins during the period.

America 203

America Cards Conference Examples 203

CB Insights

AUGUST 13, 2020

Below, we highlight 5 fintech trends, ranging from the growth of embedded fintech to consolidation in wealth management. The widespread lockdowns and branch closures amid Covid-19 have brought additional attention to digital banking. Intense competition in retail wealth management led to consolidation in Q2’20.

Fintech 77

Fintech Trends Retail Software 77

Insights on Business

SEPTEMBER 23, 2016

Financial advisors and wealth managers hear this question regularly. This scenario highlights where challenge meets opportunity for financial planners, wealth managers and bankers. By employing technology to simulate market forces, investors can maximize their financial gains, even during times of uncertainty.

Management 70

Management Analytics Meeting Innovation 70

PYMNTS

NOVEMBER 5, 2018

Ant operates Alipay, the digital payment service in a battle with Tencent ‘s WeChat Pay for dominance in China. Earlier in 2018, Ant became the most valuable tech startup after raising $14 billion investors in China, the U.S. The loss was also due in part to spending so as to expand the business internationally. It posted 9.18

Taxes 134

Taxes Lending Operations Marketing 134

PYMNTS

NOVEMBER 16, 2018

Through a reported funding round, digital wealth management startup Acorns Grow Inc. The amount of the round could change, people familiar with the matter told Bloomberg, and the round is led by a big investor. is said to be seeking over $100 million in funding. and BlackRock Inc., and BlackRock Inc.,

Report 133

Report Cards ATM California 133

PYMNTS

APRIL 20, 2017

Web Financial Group, a data-driven managed service solutions provider, and Selerity, an artificial intelligence (AI)-powered contextual search and automation company, announced Wednesday (April 19) they have partnered on content personalization solutions for the digital wealth market.

Groups 100

Groups social media Leadership Regional 100