Articles tagged "SoFi"
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SoFi simultaneously Blackrock-izes robo-advisor and imposes first fee in seven-year history
The San Francisco digital bank hit $1.3 billion of AUM and will levy 25 basis points as Blackrock gets a role in model portfilos, ETF management -- but SoFi retains final say
November 12, 2024 at 2:04 PM
With Bitcoin soaring but mood still sour, SoFi shutters crypto unit and RIAs stay on sidelines, with SEC non-approval of ETFs as scapegoat
The San Francisco digital banking firm private-labeled Coinbase in 2019, but now the asset looks too risky because a misstep could harm bread-and-butter banking franchise.
December 12, 2023 at 3:13 AM
RightCapital confirms secret SoFi deal that involves both B2C and 25 CFPs, landing it with MoneyGuidePro and eMoney as one of the Big Three financial planners, industry survey says
The eight year-old Shelton, Conn. start-ups cited its NDA in declining comment on the freemium SoFi deal but confirmed Fortune article and keeps plugging with RIA application day job