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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In line with broader trends, the GSEs have been putting new limitations on forbearance and putting more of an emphasis on mods.
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Angel Zhen, CPA, EA, MST, is the principal of Angel Zhen CPA APC, a virtual solo practice serving more than 300 clients nationwide, and the author of "The Profitable Solopreneur Playbook."
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A new survey found artificial intelligence was a top compliance-related priority for 85% of firms responding, while cybersecurity was only a concern for 37%.
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Digital lender Chime and Visa this week became the latest firms to cite AI as part of a downsizing. While bots usually aren't directly replacing workers, machine learning changes customer access to financial products in a way that's increasingly making some work less necessary.
July 31 -
Fincen's Andrea Gacki will join Citi as global head of sanctions, BBVA promoted Gonzalo Rodríguez to chief financial officer, HDFC Bank penalized three senior officials for their role in a controversial deposit arrangement, and more in this week's banking news roundup.
July 31 -
A recipe of no securities, mostly adjustable-rate loans and a cheap rural deposit base made the Texas bank the top performer in the $2 billion-$10 billion asset class.
July 31 -
"Increase Bank is the bank I needed at Stripe," CEO Darragh Buckley said as he announced the rebrand of a community bank he acquired last year.
July 31 -
LPL saw its net income swell while considering price changes meant to lower payouts on client assets.
July 31 -
Ryan Haynes is Head of Municipal Bond Trading on the US Multi-Sector Fixed Income Team at Schroders.
July 31 -
Julio Bonilla is a Portfolio Manager on the US Multi-Sector Fixed Income Team at Schroders.
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