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Jonathan Holtaway

4 articles

Articles tagged "Jonathan Holtaway"

Omer Ismail has swapped a position as Goldman's retail banking chief, to lead Walmart's financial technology venture.

Mar 8, 2021

Walmart gets fintech jump on Amazon but headwinds imperil pricey launch of new venture, even with Robinhood VC backer and top Goldman talent on board

The Bentonville, Ark.-based big-box retailer is likely bidding to become a bank, again. It also just trashed Goldman Sachs robo-bank, Marcus, by nabbing two top executives.

Andy Rachleff: You can expect us to further extend our services into the banking sector this year.

Apr 26, 2019

Wealthfront adds staggering $1 billion to its robo-bank in 'less than a month', but critics say it's treading the line, again, on possible conflicts of interest

CEO Andy Rachleff's made a smart move -- short-term, for sure -- but the two months come with a big asterisk and cultural, business model and marketing pivot may cause longer-term headaches

Frank Wilkinson: If you're a consulting client and paying less in fees, how are you not concerned that the OCIO clients who are [spending] more are getting preferential treatment?

Mar 22, 2019

Oisin's Bits: Vanguard aborts banking effort, because it was more fixated on beating BoA than being itself, an analyst says; SEI is killing it in the Mercer/Russell realm by competing with a retrofitted TAMP-thingy

The $5.3-billion Malvern, Pa. monster finds its investors want it to stick to investing, not checking accounts and the Oaks, Pa. TAMP leader gets upmarket with no-conflict pitch and product fit and

David Poole: We’ve got clients who engage with us across Merrill Lynch and in Merrill Edge self-directed accounts. That’s one of our fastest growing segments where clients are using both.

Apr 3, 2018

Merrill Edge eases Bank of America's transition to a post-wirehouse world

The Charlotte super bank's plan to add 600 branches builds on success but recruiters say lingering tension between Merrill and Merrill Edge advisors is more of a factor than the bank admits

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Jonathan Holtaway

Articles tagged "Jonathan Holtaway"

Walmart gets fintech jump on Amazon but headwinds imperil pricey launch of new venture, even with Robinhood VC backer and top Goldman talent on board

Wealthfront adds staggering $1 billion to its robo-bank in 'less than a month', but critics say it's treading the line, again, on possible conflicts of interest

Oisin's Bits: Vanguard aborts banking effort, because it was more fixated on beating BoA than being itself, an analyst says; SEI is killing it in the Mercer/Russell realm by competing with a retrofitted TAMP-thingy

Merrill Edge eases Bank of America's transition to a post-wirehouse world

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