Mass affluent

Goldman Sachs plans wealth product aimed at mass affluent

04/15/19

The investment platform, which is in the early stages of development, will be part of Marcus, the consumer bank Goldman launched in 2016.

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Smaller banks, robo-advisers join forces against brokerages

09/28/18

Copying big banks, smaller institutions are pairing with robos to meet changing mass-affluent preferences in long-term investment products.

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With help from fintech, JPMorgan opens asset management to masses

05/17/18

The bank, in conjunction with iCapital Network, is slashing requirements to participate in certain alternative investments that it once offered mainly to institutions or the ultrarich.

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Citi, Chase test limits of profitability in credit card rewards race

07/28/17

Banks are going to great lengths to sign up the so-called mass affluent for their credit cards. How far is too far?

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