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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Mirroring the efforts of a number of larger institutions, Portland-based Northeast Bank plans to open a de novo branch in Bangor and renovate its seven existing branches.
September 11
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The Brazilian digital bank is bringing its services to U.S. consumers through a partnership with Lead Bank as it awaits its own final charter approval.
September 11
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Research from Cerulli Associates suggests that many RIAs have a long way to go with AI adoption while already finding possible ramifications for back-office staff.
September 11
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Regulators want firms to spot where several critical functions ride on one provider, a question the department's earlier vendor guidance did not ask.
September 11
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The digital asset and card-issuing firms are supplying the guts to enable transactions for cards and digital wallets, betting that Mastercard's ties to both firms will be attractive to banks, consumers and merchants.
September 11
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North Carolina-based First Citizens BancShares completes its acquisition of 138 branches across 11 states; City National Bank appoints Chad Lloyd senior vice president and head of RBC U.S. Mortgage; London-based payments processor Checkout.com launches its U.S. subsidiary in Georgia; and more in this week's banking news roundup.
September 11
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Advisors can leverage the updated opportunity zone program, starting in January, to help ultrahigh net worth clients defer capital gains.
September 11
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Carolyn Conners is head of healthcare at Beazley. Since 2011, Carolyn has held several key positions at Beazley, including Focus Group Leader for US Miscellaneous Medical and Life Sciences. Head of Partner Engagement North America, West Region Broker Relations Manager, and Healthcare Management Liability Underwriter.
September 11
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Ben Accardo is Focus Group Leader - US Safeguard, at Beazley. Prior to this position, he was an underwriter for Safeguard and prior to that was a member of the Executive Risk claims team handling employment practices liability claims and claims involving allegations of sexual abuse under the Safeguard product.
September 11
