In|Vest 2018: Innovations & Digital Transformations in Wealth brings together the entire wealth management industry – including leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York on July 10 and 11, 2018, the gathering facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation comes up against the reality of market execution. Interested in seeing more? Click
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The digital asset company, currently partnered with firms like Morgan Stanley and One Pay, is seeking its own national trust bank charter from the OCC.
March 6
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Industry stakeholders say the Federal Reserve's renewed focus on reforming the discount window — the central bank's 'lender of last resort' facility — is welcome. But replacing the system with one that works better is easier said than done.
March 6
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Cybercriminals say they stole sensitive records by exploiting an unpatched vulnerability known as React2Shell and using the password Lexis1234.
March 6
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Ranjit Rao is a finance and enterprise performance leader and principal in
Deloitte Consulting LLP , with more than 20 years of experience leading large finance transformation programs focused on finance strategy and operations.March 6
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The Phoenix-based bank said that affiliates of Jefferies had stayed current on the loan agreement until last week. The suit is the latest example of private credit-related problems at banks.
March 6
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Ed Hardy is a partner and serves as the U.S. finance services leader at
Deloitte , where he helps CFOs and finance leaders prepare for what's next and navigate change. He has been with the firm and serving clients for more than 30 years, working across industries, services, risk management capabilities and innovations.March 6
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JPMorganChase's Alfredo Porretti has left the firm; two junior Goldman Sachs bankers took part in a controversial fashion shoot; Societe Generale appointed Selina Cheung head of equity capital markets in Asia Pacific; and more in this week's banking news roundup.
March 6
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Chief economists at large and regional banks predicted ongoing inflation, in part because of the anticipated surge in oil prices as a result of the Iran war. The forecast from the American Bankers Association's Economic Advisory Committee did not account for the disappointing U.S. jobs report on Friday.
March 6
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Janet King is Senior Vice President of Content Strategy at Arizent, where she leads custom research and thought leadership initiatives serving the financial services industry. She specializes in translating audience insights into data driven storytelling that helps firms strengthen strategy, engage advisors and drive measurable business impact. Janet has held senior research and insights roles at Arizent, IDG and HIMSS.
March 6
