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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Janthana Kaenprakhamroy, the author of Navigating Insurtech and CEO of Tapoly. Forbes listed her as number 6 among the Top 100 Women Founders to watch and recognized her as one of the Top Ten Insurtech Female Influencers by The Insurance Institute. Recently, she was named one of the Most Influential Women in Tech 2023 and received the Innovator of the Year award at the UK FinTech Awards 2023. Furthermore, she was honoured as the winner of the Insurance Leader of the Year by the Women In Finance Awards 2021. Prior to her current roles, she served as a chartered accountant and internal audit director at top-tier investment banks.
April 4
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The decision to approve the fintech's application to make 7(a) loans came nearly a month after Funding Circle's U.K.-based CEO hinted it is considering a sale of its U.S. operations, alarming some members of Congress.
April 4
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The CFPB should change its proposal and allow fintechs and other financial services companies the same freedom to innovate that entrenched large banks already enjoy.
April 4
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The federal agency's director said Wednesday that regulators were working to refocus bank merger evaluations on community impact.
April 3
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A year ago, the National Community Reinvestment Coalition accused KeyBank of redlining. On Wednesday, the NCRC and Key announced a $25 million "agreement" that NCRC CEO Jesse Van Tol says could open the door to a new community benefits plan.
April 3
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Byron Slosar is the Founder & CEO of hellohive, a diversity recruitment and resume technology company. He previously spent 15 years in undergraduate career development and recruiting. He lives in NYC with his husband and son.
April 3
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Letitia James, the New York state attorney general, sued Citigroup and argued it should be liable for fraud cases involving consumer wire transfers. But Citi said the AG's view would bring about a "sea change in banking law."
April 3
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TD moved its automated trading service to the cloud, in the hopes of new levels of efficiency and computational power.
April 3
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Federal Reserve Vice Chair Michael Barr Wednesday discussed regulators' ongoing concerns over banks' unrealized losses and commercial real estate values — particularly in the office sector.
April 3
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The $171 billion-asset Navy Federal Credit Union began operating roughly 60 locations and more than 270 ATMs as part of the Overseas Military Banking Program this month. The contract was awarded in September of last year, but faced federal deposit insurance challenges and industry pushback from credit unions and banks alike.
April 3
