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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Doubling down on what has worked in the past — especially if it's still working now — may inadvertently trap banks into business models ill-suited for the future. Smart bankers make room for change before it is forced on them.
February 18
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Banks and credit unions are pairing AI-driven efficiency with stable staffing and cross-training to scale mortgage production as originations rebound and technology expands capacity.
February 18
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The Federal Reserve is moving quickly to implement its proposed "skinny" master account, giving state-chartered fintechs more access to the central bank's payment systems. But experts say a legal challenge to the rule is almost certain, regardless of where the Fed draws the line.
February 18
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Some observers say changes to MSR risk-weighting would have limited near-term impact and are unlikely to prompt banks to rush back.
February 17
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Jay Zigmont is the founder of Childfree Wealth and
Childfree Trust . He is author of "The Childfree Guide to Life and Money" and co-hosts the Childfree Wealth Podcast, where he drops expert knowledge with a dose of humor. His recent TEDx talk, "The Childfree Path to a Healthier Planet" explores how child-free living intersects with sustainability and long-term economic health.February 17
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The fintech deal market has started to return to pre-pandemic levels, according to recent Pitchbook data, with boosts from big deals like Revolut's fundraises.
February 17
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New York Attorney General Letitia James warns that scammers are coaching victims to bypass bank security and using "second act" schemes to steal more.
February 17
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In a speech Tuesday, Federal Reserve Gov. Michael Barr said it was possible that artificial intelligence will boost productivity in an undisruptive way. But he said policymakers should also be wary of a financial crash if those gains are not realized or a rapid adoption that could lead to labor displacement.
February 17
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Rafael Goldberg leads the Decision business unit at Sapiens, where he focuses on go-to-market, product strategy and overall operations. With broad experience across global software and consulting operations, Rafael has spent the last 12 years supporting clients implement and adopt enterprise decision automation systems.
February 17
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Adyen is powering payments on Uber's new ride-hailing kiosk at La Guardia airport in New York. For the fintech, it's an opportunity to advance payment personalization.
February 17
