Fort Lauderdale Investment Advisor Charged with Wire Fraud and Money Laundering in Alleged $94M Ponzi Scheme
#wealthTech
0 posts0 participants0 posts today
A Financial Brand interview with me!
While consumer #DigitalBanking has reached impressive levels of sophistication, commercial and wealth management clients continue to struggle with fragmented, outdated digital experiences.
How Citizens Bank aims to win over startup founders
In a bid to snap up tech startups and founders left semi-stranded after the 2023 collapse of Silicon Valley Bank, Citizens Bank has launched private banking services for startup leaders.
https://www.americanbanker.com/news/how-citizens-bank-aims-to-win-over-startup-founders
American Banker · How Citizens Bank aims to win over startup founders
External advisors drive growth—but they need the right digital tools.
Backbase helps firms onboard, support, and scale advisor relationships with modern engagement solutions.
#FinTech #FinServ #WealthTech #WealthManagement
https://www.backbase.com/segments/wealth-management/external-advisor-enablement
BackbaseScale with an external advisor enablement platformExpand distribution by empowering external advisors with branded tools, client insights, and secure onboarding — within one unified platform.
Wealth clients expect more than self-service. Backbase helps firms deliver digital investing experiences that deepen relationships across the full client lifecycle.
Explore how we support onboarding, advice, and engagement.
#FinTech #FinServ #WealthTech #WealthManagement
https://www.backbase.com/segments/wealth-management/digital-investing
BackbaseAI-powered digital investing platform for investorsAutomate portfolio tasks, offer AI-powered guidance, and keep clients engaged at every stage of the investor journey.
Scammers are impersonating finance experts to steal millions – and the real ones are struggling to stop it
Scams impersonating celebrities and politicians have proliferated for years, but fraud targeting investors through fake advice from big names in finance is multiplying online.
The Globe and Mail · Scammers are impersonating finance experts to steal millions – and the real ones are struggling to stop it
BMO to buy wealth manager Burgundy in $456M deal
Burgundy said BMO emerged as the “best path forward” amid a tougher-than-expected transition to its next generation of leadership.
Banking Dive · BMO to buy wealth manager Burgundy in $456M deal
How Banks Are Failing Valuable Clients:
In the Financial Brand Podcast, Jim Marous and I discuss the unique needs of the commercial and wealth segments, examining the performance gaps currently plaguing the industry.
Thanks to Jim Marous for having me on his podcast this week. We talked about how banks are falling behind with their most valuable clients, businesses and the affluent.
Ultimately my message is that financial institutions can no longer afford to focus exclusively on consumer digital experiences while neglecting their commercial and wealth management clients.
Wells Fargo eyes opportunity with baby-boomer wealth transfer
The bank, which has bolstered the connection between its commercial bank and wealth units, seeks to cultivate deeper relationships as aging business owners assess the future.
https://www.bankingdive.com/news/wells-fargo-wealth-transfer-commercial-banking/748146/
Banking Dive · Wells Fargo eyes opportunity with baby-boomer wealth transfer
Continued thread
processing, clearing, compliance, and tax reporting.
When one director buys modestly while another sells significantly more shares at a slightly higher price, how do you interpret the conflicting signals? Does this tell us anything valuable about the company's prospects?
#InsiderBuying #SSNC #FinTech #WealthTech #NotInvestmentadvice #MarketInsights #InvestorCommunity
For more insider buying analysis: https://www.theinsidersfund.com/2025/05/insider-buying-week-05-09-25-bargain-basement-week/
The Insiders Fund · Insider Buying Week 05-09-25 Bargain Basement WeekFinally, a busy week. I can’t extrapolate anything about the general market from these buys, but it’s clear that some […]
Truist’s wealth advisers hone their listening ear
The Charlotte, North Carolina-based bank is emphasizing listening cards to guide advisers’ conversations with clients past the pitch stage.
https://www.bankingdive.com/news/truist-wealth-advisers-listening-cards-dowhower/743791/
Banking Dive · Truist’s wealth advisers hone their listening ear
The #WealthManagement industry is transitioning away from stand-alone tech stacks toward a unified #Data store.
Rather than replacing human interaction, #AI is eliminating administrative burdens.
https://www.thinkadvisor.com/2025/03/07/t3-event-highlights-ai-data-integration-and-fintechs-future/
ThinkAdvisor · T3 Event Highlights: AI, Data Integration and Fintech's Future
Financial Advisor Marketing to Doctors: Strategies and Tips
smartasset.comFinancial Advisor Marketing to Doctors: Strategies and TipsWhen you're a financial advisor marketing to doctors you need to understand how to address the unique challenges physicians face.
Betterment buys Ellevest's automated investment arm
https://www.americanbanker.com/news/betterment-buys-ellevests-automated-investment-arm
American Banker · Betterment buys Ellevest's automated investment arm
Citi’s Sieg sees tech lag as an invitation to innovation
The bank’s market position – behind its peers – is a challenge that allows it to find ways to leapfrog competitors, Citi’s wealth chief said.
https://www.bankingdive.com/news/citi-wealth-sieg-banking-tech-transformation-innovation/740082/
Banking Dive · Citi’s Sieg sees tech lag as an invitation to innovation
Citizens' private bank turns profit for the first time
https://www.americanbanker.com/news/citizens-private-bank-turns-profit-for-the-first-time
American Banker · Citizens' private bank turns profit for the first time
Vanguard to pay more than $100 million to SEC over violations involving target date retirement funds
CNBCVanguard to pay more than $100 million to SEC over violations involving target date retirement fundsThe payment stems from a 2020 change by Vanguard that led to redemptions in one class of target date funds.
Private Banking: AI-Enhanced Advice, New Asset Classes, Wealth Super Apps: Six Wealth Management Trends for 2025
The European Business Review · Private Banking: AI-Enhanced Advice, New Asset Classes, Wealth Super Apps: Six Wealth Management Trends for 2025 - The European Business ReviewDiscover six key wealth management trends for 2025, including AI-enhanced private banking, personalized advice, emerging asset classes, and wealth super apps. Learn how digital innovation is transforming the financial industry and reshaping client experiences in private banking services.
Fintech in Wealth Management Statistics: fintech is not only expanding but also empowering both wealth managers and their clients.
CoinLaw · Fintech in Wealth Management Statistics 2025 • CoinLawExplore Fintech in Wealth Management Statistics, offering data-driven insights and growth trends shaping the future of financial services!