Branding Wealth Management for the Averagely Affluent

Placeholder while article actions load Three of the grandest names in white-shoe wealth have recently opened their digital doors to the averagely affluent: • In February 2021, Goldman Sachs Group…

UBS Agrees to Acquire Wealthfront to Deliver Digital Wealth Management Offering to Millennial and Gen Z Affluent Investors

These days, UBS and Wealthfront, an sector-main, automated prosperity management company serving the next technology of traders, signed an agreement whereby UBS would purchase Wealthfront in an all-money transaction valued…