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 Small Business Administration's proposed rule increasing the size of firms eligible for government-backed loan programs could boost the appeal of SBA loan programs to banks and credit unions, but it's drawing sharp criticism from smaller firms.
10h ago
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Financial institutions were among 300-plus U.S. organizations robbed in a 2024 campaign.
11h ago
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The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.
August 28
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Five payment companies were named as defendants in a case that could set a precedent for both prediction markets and the financial firms working with them.
August 28
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A lawsuit accusing U.S. Bank of harassing and discriminating against its former head of AI can proceed following a federal magistrate judge's ruling. The suit's defamation and blacklisting claims, however, were thrown out.
August 28
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A former Democratic congressman will serve as vice president of wholesale banking at Truist Financial; Bank of America's $72.5 million settlement with sex trafficking victims of the late financier Jeffrey Epstein is approved by a New York federal judge; HDFC plans to challenge the bankruptcy resolution involving a personal guarantee by media tycoon Subhash Chandra; and more in this week's banking news roundup.
August 28
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State races — including governorships and attorney general contests — are more important for the banking industry as more states pick up consumer enforcement slack and pass aggressive legislation on fees.
August 28
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The buy now/pay later lender posted its most profitable quarter, but analysts and company CFO Rob O'Hare said there's plenty of room in its addressable market and an opportunity to compete for market share.
August 28
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Stripe and Advent had bid to acquire the payments firm for about $53 billion, an offer PayPal's board reportedly rejected. An analyst says that puts pressure on PayPal's new leadership to boost performance.
August 28
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Federal Reserve Chair Kevin Warsh reiterated his stance against offering markets forward guidance on interest rate moves and expressed concern about inflation in the first Jackson Hole speech of his tenure.
August 28
