Movers and Shakers: Citi Wealth names Eric Lordi head of platform and experience
Citi Wealth tapped Eric Lordi as head of platform and experience this month and he assumes the new role on...
Wealth Management
NYSE President Lynn Martin: Fintech IPO spring looms
Fintech initial public offerings have declined in the past year as investors and companies adjust to changing rates and macroeconomic...
Goldman narrows consumer footprint
Goldman Sachs is trimming its consumer business in the third quarter, turning its attention to bread-and-butter segments including wealth management,...
Global markets show recovery after Monday rout
Global markets are calming today after suffering a rout on Monday on the heels of a weaker-than-expected jobs report in...
5 questions with BNY Treasury Services’ Carl Slabicki
Carl Slabicki, managing director and co-head of global payments at BNY treasury services, is focused on keeping up with client...
Where are US stocks headed? Here are the key levels to watch
The rout in the US stock market has brought the S&P 500 Index to a crucial inflection point, and chart...
BNY unifies tech solutions in Q2
BNY is unifying products and solutions on its platform to ensure its investment capabilities are readily available to clients in...
Bain, Reverence near $3.5 Billion deal for Envestnet
Bain Capital and Reverence Capital Partners have agreed a deal to take Envestnet Inc., a provider of wealth-management software, private.blo...
BNY Mellon’s Pershing X modernizes API strategy
BNY Mellon’s technology arm Pershing X’s clients are looking to the tech provider for improved wealth management capabilities. Clients...
Robinhood automated deposits up 100% QoQ
Investing platform Robinhood added more than $3.4 billion through its automated customer account transfer service in the first quarter, up...
