The mortgage industry's digital transformation is revolutionizing the home buying experience and upending the status quo for lenders and servicers. The Digital Mortgage Conference is the premiere event exclusively dedicated to these developments, bringing over 1,500 professionals to Las Vegas on Sept. 17-18 for keynote speakers, panels and the main attraction: live product demos showcasing the latest mortgage innovations.
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Bank of America hired Benjamin Saunders from JPMorgan Chase for its financial institutions investment banking business.
January 4 -
The U.S.-based networks are offering credit cards and other products through financial technology companies that otherwise could allow consumers in the region to bypass bank-issued cards.
January 4
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Personalized advice, embedded finance and virtual branches are among the initiatives financial services companies have on their drawing boards for the coming year.
January 4
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On Sep. 30, 2021. Dollars in thousands.
January 4 -
On Sep. 30, 2021. Dollars in thousands.
January 4 -
David Ratliff will lead all corporate and institutional client coverage teams in the Asia Pacific region, including corporate banking, financial institutions, and the global institutional client group, according to an internal memo.
January 4
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Steven A. Horowitz, JD, MBA, concentrates his practice on areas of income and transfer tax planning for closely held businesses and their shareholders, estate planning, business succession planning for business owners and their businesses, life insurance and asset protection planning including private placement life insurance, (PPLI), non-qualified deferred compensation planning, etc. Over 35 years he has combined the use of creative tax planning strategies with alternative asset investing in a tax-efficient manner while creating strategies and estate planning concepts with PPLI.
January 4
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Banks and credit unions need to do more for (and assume less about) customers who are over 50, says Theo Lau, founder of the advisory firm Unconventional Ventures.
January 4
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Democrats largely left the financial sector alone last year. But they are attempting to resurrect a bank tax-reporting plan to help pay for President Biden’s social policy package while keeping a close eye on cryptocurrency and how regulators review mergers.
January 3
