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Articles tagged "SoFi"


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Brian Walsh: These aren't out-of-the-box Blackrock model portfolios.

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

SoFi planned to put 'all your ambitions into an app,' but now will refer you to another app for crypto.

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

Shuang Chen: Business has been going very well.

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

June 9, 2023 at 12:53 AM

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