Alex Jimenez<p>How Citizens Bank aims to win over startup founders</p><p>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.</p><p><a href="https://www.americanbanker.com/news/how-citizens-bank-aims-to-win-over-startup-founders" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">americanbanker.com/news/how-ci</span><span class="invisible">tizens-bank-aims-to-win-over-startup-founders</span></a></p><p><a href="https://mas.to/tags/FinTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinTech</span></a> <a href="https://mas.to/tags/FinServ" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinServ</span></a> <a href="https://mas.to/tags/Banking" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Banking</span></a> <a href="https://mas.to/tags/WealthTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthTech</span></a> <a href="https://mas.to/tags/WealthManagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthManagement</span></a></p>
Recent searches
No recent searches
Search options
Only available when logged in.
shakedown.social is one of the many independent Mastodon servers you can use to participate in the fediverse.
A community for live music fans with roots in the jam scene. Shakedown Social is run by a team of volunteers (led by @clifff and @sethadam1) and funded by donations.
Administered by:
Server stats:
257active users
shakedown.social: About · Status · Profiles directory · Privacy policy
Mastodon: About · Get the app · Keyboard shortcuts · View source code · v4.3.7
#wealthmanagement
3 posts · 3 participants · 0 posts today
Alex Jimenez<p>External advisors drive growth—but they need the right digital tools.</p><p>Backbase helps firms onboard, support, and scale advisor relationships with modern engagement solutions.</p><p><a href="https://mas.to/tags/FinTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinTech</span></a> <a href="https://mas.to/tags/FinServ" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinServ</span></a> <a href="https://mas.to/tags/WealthTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthTech</span></a> <a href="https://mas.to/tags/WealthManagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthManagement</span></a> </p><p><a href="https://www.backbase.com/segments/wealth-management/external-advisor-enablement" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">backbase.com/segments/wealth-m</span><span class="invisible">anagement/external-advisor-enablement</span></a></p>
Alex Jimenez<p>Wealth clients expect more than self-service. Backbase helps firms deliver digital investing experiences that deepen relationships across the full client lifecycle.</p><p>Explore how we support onboarding, advice, and engagement.</p><p><a href="https://mas.to/tags/FinTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinTech</span></a> <a href="https://mas.to/tags/FinServ" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinServ</span></a> <a href="https://mas.to/tags/WealthTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthTech</span></a> <a href="https://mas.to/tags/WealthManagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthManagement</span></a> </p><p><a href="https://www.backbase.com/segments/wealth-management/digital-investing" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">backbase.com/segments/wealth-m</span><span class="invisible">anagement/digital-investing</span></a></p>
Europe Says<p><a href="https://www.europesays.com/2187868/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="">europesays.com/2187868/</span><span class="invisible"></span></a> Wealthfront Plans IPO Amid Warmer Environment for FinTechs <a href="https://pubeurope.com/tags/Chime" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Chime</span></a> <a href="https://pubeurope.com/tags/Environment" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Environment</span></a> <a href="https://pubeurope.com/tags/fintech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>fintech</span></a> <a href="https://pubeurope.com/tags/FintechInvestments" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FintechInvestments</span></a> <a href="https://pubeurope.com/tags/FintechIPOs" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FintechIPOs</span></a> <a href="https://pubeurope.com/tags/FinTechs" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinTechs</span></a> <a href="https://pubeurope.com/tags/InitialPublicOffering" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>InitialPublicOffering</span></a> <a href="https://pubeurope.com/tags/ipo" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>ipo</span></a> <a href="https://pubeurope.com/tags/IPOs" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>IPOs</span></a> <a href="https://pubeurope.com/tags/News" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>News</span></a> <a href="https://pubeurope.com/tags/PYMNTSNews" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>PYMNTSNews</span></a> <a href="https://pubeurope.com/tags/WealthManagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthManagement</span></a> <a href="https://pubeurope.com/tags/Wealthfront" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Wealthfront</span></a> <a href="https://pubeurope.com/tags/What" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>What</span></a>'sHot</p>
Alex Jimenez<p>Scammers are impersonating finance experts to steal millions – and the real ones are struggling to stop it</p><p>Scams impersonating celebrities and politicians have proliferated for years, but fraud targeting investors through fake advice from big names in finance is multiplying online.</p><p><a href="https://www.theglobeandmail.com/investing/personal-finance/article-imposter-scams-fraud-social-media-meta-whatsapp-ai/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">theglobeandmail.com/investing/</span><span class="invisible">personal-finance/article-imposter-scams-fraud-social-media-meta-whatsapp-ai/</span></a></p><p><a href="https://mas.to/tags/FinTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinTech</span></a> <a href="https://mas.to/tags/FinServ" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinServ</span></a> <a href="https://mas.to/tags/Banking" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Banking</span></a> <a href="https://mas.to/tags/WealthTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthTech</span></a> <a href="https://mas.to/tags/WealthManagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthManagement</span></a> <a href="https://mas.to/tags/AI" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>AI</span></a> <a href="https://mas.to/tags/CyberSecurity" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>CyberSecurity</span></a></p>
Alex Jimenez<p>BMO to buy wealth manager Burgundy in $456M deal</p><p>Burgundy said BMO emerged as the “best path forward” amid a tougher-than-expected transition to its next generation of leadership.</p><p><a href="https://www.bankingdive.com/news/bmo-acquire-burgundy-asset-management-wealth-456-million-canada/751201/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">bankingdive.com/news/bmo-acqui</span><span class="invisible">re-burgundy-asset-management-wealth-456-million-canada/751201/</span></a></p><p><a href="https://mas.to/tags/FinTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinTech</span></a> <a href="https://mas.to/tags/FinServ" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinServ</span></a> <a href="https://mas.to/tags/Banking" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Banking</span></a> <a href="https://mas.to/tags/WealthTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthTech</span></a> <a href="https://mas.to/tags/WealthManagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthManagement</span></a></p>
Europe Says<p><a href="https://www.europesays.com/2157341/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="">europesays.com/2157341/</span><span class="invisible"></span></a> South Africa’s Sanlam sharpens India focus with Shriram wealth management JV <a href="https://pubeurope.com/tags/business" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>business</span></a> <a href="https://pubeurope.com/tags/Coimbatore" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Coimbatore</span></a> <a href="https://pubeurope.com/tags/Nagpur" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Nagpur</span></a> <a href="https://pubeurope.com/tags/PersonalFinance" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>PersonalFinance</span></a> <a href="https://pubeurope.com/tags/ShriramWealth" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>ShriramWealth</span></a> <a href="https://pubeurope.com/tags/SouthAfrica" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>SouthAfrica</span></a> <a href="https://pubeurope.com/tags/ThianFick" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>ThianFick</span></a> <a href="https://pubeurope.com/tags/WealthManagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthManagement</span></a></p>
Alex Jimenez<p>How Banks Are Failing Valuable Clients:</p><p>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.</p><p><a href="https://buff.ly/gjRJRFd" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://</span><span class="">buff.ly/gjRJRFd</span><span class="invisible"></span></a></p><p><a href="https://mas.to/tags/FinTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinTech</span></a> <a href="https://mas.to/tags/FinServ" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinServ</span></a> <a href="https://mas.to/tags/Banking" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Banking</span></a> <a href="https://mas.to/tags/WealthTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthTech</span></a> <a href="https://mas.to/tags/WealthManagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthManagement</span></a></p>
Europe Says<p><a href="https://www.europesays.com/2102431/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="">europesays.com/2102431/</span><span class="invisible"></span></a> Finding Opportunity in Increasing Deficits <a href="https://pubeurope.com/tags/business" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>business</span></a> <a href="https://pubeurope.com/tags/insight" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>insight</span></a> <a href="https://pubeurope.com/tags/markets" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>markets</span></a> <a href="https://pubeurope.com/tags/TopMarketTakeaways" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>TopMarketTakeaways</span></a> <a href="https://pubeurope.com/tags/WealthManagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthManagement</span></a></p>
Alex Jimenez<p>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. </p><p>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.</p><p><a href="https://youtu.be/a4nwsOWx6eo?si=FVGXNu2j_y5iVesf" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://</span><span class="ellipsis">youtu.be/a4nwsOWx6eo?si=FVGXNu</span><span class="invisible">2j_y5iVesf</span></a></p><p><a href="https://mas.to/tags/FinTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinTech</span></a> <a href="https://mas.to/tags/FinServ" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinServ</span></a> <a href="https://mas.to/tags/Banking" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Banking</span></a> <a href="https://mas.to/tags/WealthTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthTech</span></a> <a href="https://mas.to/tags/WealthManagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthManagement</span></a></p>
Alex Jimenez<p>Wells Fargo eyes opportunity with baby-boomer wealth transfer</p><p>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.</p><p><a href="https://www.bankingdive.com/news/wells-fargo-wealth-transfer-commercial-banking/748146/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">bankingdive.com/news/wells-far</span><span class="invisible">go-wealth-transfer-commercial-banking/748146/</span></a></p><p><a href="https://mas.to/tags/FinTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinTech</span></a> <a href="https://mas.to/tags/FinServ" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinServ</span></a> <a href="https://mas.to/tags/Banking" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Banking</span></a> <a href="https://mas.to/tags/WealthTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthTech</span></a> <a href="https://mas.to/tags/WealthManagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthManagement</span></a></p>
Earthworm 🐌<p>And one of the major issues for freedom of press is economic independence.</p><p>“Guaranteeing freedom, independence and plurality in today’s media landscape requires stable and transparent financial conditions. Without economic independence, there can be no free press. When news media are financially strained, they are drawn into a race to attract audiences at the expense of quality reporting, and can fall prey to the oligarchs and public authorities who seek to exploit them. When journalists are impoverished, they no longer have the means to resist the enemies of the press — those who champion disinformation and propaganda. The media economy must urgently be restored to a state that is conducive to journalism and ensures the production of reliable information, which is inherently costly. Solutions exist and must be deployed on a large scale. The media’s financial independence is a necessary condition for ensuring free, trustworthy information that serves the public interest.”</p><p>- Anne Bocandé -<br>RSF Editorial Director</p><p>Thus, if somebody reads this who has too much money lying on their bank accounts (of course, the 1% or 0.1% is here in the fediverse!):</p><p>You can be part of the solution. We all know rich oligarchs buying media in order to turn the world into a fascist hell, no?</p><p>So, why not financing independent media while committing to their independence?</p><p>There is a very interesting media fund, called MDIF:</p><p>"MDIF provides debt and equity financing supported by strategic advice to independent media in countries where access to reliable news and information is under threat."</p><p><a href="https://www.mdif.org/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="">mdif.org/</span><span class="invisible"></span></a></p><p>You won't make a lot of profit with this investment. But at least your money on the bank doesn't make the world worse.</p><p>(yes, personally I believe more in radical media collectives, but the scale here is a different one).</p><p> <span class="h-card" translate="no"><a href="https://dair-community.social/@Meron" class="u-url mention" rel="nofollow noopener noreferrer" target="_blank">@<span>Meron</span></a></span> </p><p><a href="https://kolektiva.social/tags/Finance" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Finance</span></a> <a href="https://kolektiva.social/tags/SustainableFinance" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>SustainableFinance</span></a> <a href="https://kolektiva.social/tags/Investment" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Investment</span></a> <a href="https://kolektiva.social/tags/WealthManagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthManagement</span></a> <a href="https://kolektiva.social/tags/FinancingMedia" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinancingMedia</span></a> <br><a href="https://kolektiva.social/tags/ImpactInvestment" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>ImpactInvestment</span></a> <a href="https://kolektiva.social/tags/ImpactInvesting" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>ImpactInvesting</span></a> <a href="https://kolektiva.social/tags/MDIF" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>MDIF</span></a> <a href="https://kolektiva.social/tags/Wealth" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Wealth</span></a> <a href="https://kolektiva.social/tags/IndependentMedia" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>IndependentMedia</span></a> <a href="https://kolektiva.social/tags/RealPolitik" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>RealPolitik</span></a></p>
Alex Jimenez<p>Truist’s wealth advisers hone their listening ear </p><p>The Charlotte, North Carolina-based bank is emphasizing listening cards to guide advisers’ conversations with clients past the pitch stage.</p><p><a href="https://www.bankingdive.com/news/truist-wealth-advisers-listening-cards-dowhower/743791/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">bankingdive.com/news/truist-we</span><span class="invisible">alth-advisers-listening-cards-dowhower/743791/</span></a></p><p><a href="https://mas.to/tags/FinTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinTech</span></a> <a href="https://mas.to/tags/FinServ" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinServ</span></a> <a href="https://mas.to/tags/WealthTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthTech</span></a> <a href="https://mas.to/tags/WealthManagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthManagement</span></a></p>
Alex Jimenez<p>The <a href="https://mas.to/tags/WealthManagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthManagement</span></a> industry is transitioning away from stand-alone tech stacks toward a unified <a href="https://mas.to/tags/Data" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Data</span></a> store.</p><p>Rather than replacing human interaction, <a href="https://mas.to/tags/AI" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>AI</span></a> is eliminating administrative burdens.</p><p><a href="https://www.thinkadvisor.com/2025/03/07/t3-event-highlights-ai-data-integration-and-fintechs-future/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">thinkadvisor.com/2025/03/07/t3</span><span class="invisible">-event-highlights-ai-data-integration-and-fintechs-future/</span></a></p><p><a href="https://mas.to/tags/FinTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinTech</span></a> <a href="https://mas.to/tags/FinServ" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinServ</span></a> <a href="https://mas.to/tags/WealthTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthTech</span></a></p>
Alex Jimenez<p>Financial Advisor Marketing to Doctors: Strategies and Tips</p><p><a href="https://smartasset.com/advisor-resources/financial-advisor-marketing-to-doctors?utm_source=flipboard&utm_content=SmartAsset%2Fmagazine%2FSmartAsset" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://</span><span class="ellipsis">smartasset.com/advisor-resourc</span><span class="invisible">es/financial-advisor-marketing-to-doctors?utm_source=flipboard&utm_content=SmartAsset%2Fmagazine%2FSmartAsset</span></a></p><p><a href="https://mas.to/tags/WealthTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthTech</span></a> <a href="https://mas.to/tags/WealthManagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthManagement</span></a> <a href="https://mas.to/tags/DigitalMarketing" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>DigitalMarketing</span></a> <a href="https://mas.to/tags/FinTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinTech</span></a> <a href="https://mas.to/tags/FinServ" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinServ</span></a></p>
Alex Jimenez<p>Betterment buys Ellevest's automated investment arm</p><p><a href="https://www.americanbanker.com/news/betterment-buys-ellevests-automated-investment-arm" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">americanbanker.com/news/better</span><span class="invisible">ment-buys-ellevests-automated-investment-arm</span></a></p><p><a href="https://mas.to/tags/FinTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinTech</span></a> <a href="https://mas.to/tags/FinServ" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinServ</span></a> <a href="https://mas.to/tags/Investing" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Investing</span></a> <a href="https://mas.to/tags/WealthTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthTech</span></a> <a href="https://mas.to/tags/WealthManagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthManagement</span></a></p>
Alex Jimenez<p>Citi’s Sieg sees tech lag as an invitation to innovation </p><p>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.</p><p><a href="https://www.bankingdive.com/news/citi-wealth-sieg-banking-tech-transformation-innovation/740082/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">bankingdive.com/news/citi-weal</span><span class="invisible">th-sieg-banking-tech-transformation-innovation/740082/</span></a></p><p><a href="https://mas.to/tags/FinTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinTech</span></a> <a href="https://mas.to/tags/FinServ" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinServ</span></a> <a href="https://mas.to/tags/Banking" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Banking</span></a> <a href="https://mas.to/tags/WealthTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthTech</span></a> <a href="https://mas.to/tags/WealthManagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthManagement</span></a></p>
Alex Jimenez<p>Citizens' private bank turns profit for the first time </p><p><a href="https://www.americanbanker.com/news/citizens-private-bank-turns-profit-for-the-first-time" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">americanbanker.com/news/citize</span><span class="invisible">ns-private-bank-turns-profit-for-the-first-time</span></a></p><p><a href="https://mas.to/tags/FinTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinTech</span></a> <a href="https://mas.to/tags/FinServ" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinServ</span></a> <a href="https://mas.to/tags/Banking" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Banking</span></a> <a href="https://mas.to/tags/WealthTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthTech</span></a> <a href="https://mas.to/tags/WealthManagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthManagement</span></a></p>
Alex Jimenez<p>Vanguard to pay more than $100 million to SEC over violations involving target date retirement funds </p><p><a href="https://www.cnbc.com/2025/01/17/vanguard-fined-more-than-100-million-by-sec-over-violations-involving-target-date-retirement-funds.html" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">cnbc.com/2025/01/17/vanguard-f</span><span class="invisible">ined-more-than-100-million-by-sec-over-violations-involving-target-date-retirement-funds.html</span></a></p><p><a href="https://mas.to/tags/FinTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinTech</span></a> <a href="https://mas.to/tags/FinServ" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinServ</span></a> <a href="https://mas.to/tags/Investing" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Investing</span></a> <a href="https://mas.to/tags/WealthTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthTech</span></a> <a href="https://mas.to/tags/WealthManagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthManagement</span></a></p>
Alex Jimenez<p>Private Banking: AI-Enhanced Advice, New Asset Classes, Wealth Super Apps: Six Wealth Management Trends for 2025</p><p><a href="https://www.europeanbusinessreview.com/private-banking-ai-enhanced-advice-new-asset-classes-wealth-super-apps-six-wealth-management-trends-for-2025/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">europeanbusinessreview.com/pri</span><span class="invisible">vate-banking-ai-enhanced-advice-new-asset-classes-wealth-super-apps-six-wealth-management-trends-for-2025/</span></a></p><p><a href="https://mas.to/tags/FinTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinTech</span></a> <a href="https://mas.to/tags/FinServ" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinServ</span></a> <a href="https://mas.to/tags/Banking" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Banking</span></a> <a href="https://mas.to/tags/WealthTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthTech</span></a> <a href="https://mas.to/tags/WealthManagement" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WealthManagement</span></a></p>
ExploreLive feeds
Mastodon is the best way to keep up with what's happening.
Follow anyone across the fediverse and see it all in chronological order. No algorithms, ads, or clickbait in sight.
Create accountLoginDrag & drop to upload