Banking
Goldman Sachs sells personal financial management business to Creative Planning
Goldman Sachs is selling its personal financial management (PFM) business to Creative Planning, a wealth management firm, in a move to serve more ultra-high-net-worth...
Banking
Citi debuts first LatAm fintech investment with stake in Peruvian FX platform Rextie
US investment bank Citi makes its first Latin American fintech investment by acquiring a stake in Peruvian FX platform Rextie.
FactsCiti's "strategic investment" in...
Banking
Yahoo Finance builds out investor insights with Commonstock acquisition
Yahoo is acquiring San Francisco-based start-up Commonstock to enhance Yahoo Finance with investor insight capabilities.
FactsCommonstock, founded in August 2020, is a social network...
Banking
SEC hands fintech investment advisor Titan $850,000 penalty for misleading clients
The US SEC fines Titan Global Capital Management $850,000 for misleading investors with hypothetical performance metrics and compliance failures.
FactsTitan Global Capital Management USA...
Banking
US fintech Stash names Chien-Liang Chou as new CTO
Stash, the US-based investing and banking app, has appointed Chien-Liang Chou as its new chief technology officer (CTO).
FactsChien-Liang Chou is Stash's new CTO,...
Business
WealthKernel confirms Aqsa Tariq as new chief financial officer
Aqsa Tariq named Chief Financial Officer (CFO) of WealthKernel, a digital investment infrastructure provider. Tariq aims to enhance company growth through financial strategy execution....
Banking
SEC brings the hatchet down on Wall Street’s bad recordkeeping with $289m in fines
The US Securities and Exchange Commission (SEC) has fined 11 Wall Street firms a total of $289 million for widespread "off-channel" communications using personal...
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