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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Prosecutors claim Dan Rotta, 77, hid more than $20 million from the IRS, using "pseudonyms, complicated corporate structures, and nominees" to conceal offshore assets and income.
March 13
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The Supreme Court should preserve the preemption of state banking laws by federal laws, a key element of the dual banking system that has served the country well for generations.
March 13
Ludwig Advisors -
Bank M&A activity has been in the doldrums in recent years, but a number of CEOs are predicting an increase in bank consolidation in 2024.
March 13
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The agency had intended to block access to tax data by most lenders on June 30 as part of a policy change that sought to protect taxpayer privacy. But drew broad opposition from the financial services industry.
March 12
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The Long Island-based lender has released a number of new details about its reconfiguration following a $1 billion capital injection led by two former Trump administration officials.
March 12
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Through its integration with the auto manufacturer, Origence and its indirect lending subsidiary FI Connect aim to match buyers in need of auto loans to eligible credit unions.
March 12
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Diana Krall is an experienced blogger writing about insurance technology for over five years at Insurance Support World. With a background in computer science and a passion for the insurance industry, Diana has dedicated most of her time to research and analysis of the insurance industry about rising challenges in the age of AI and automation.
Through her
blog , Diana offers insights on emerging trends in insurtech, including AI, and automation. She also provides valuable information on how these technologies are changing the way insurers do business, from underwriting to claims management.March 12
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Melissa Segel is a partner in Swift Currie's Atlanta office. She represents insurance carriers and businesses in commercial litigation and insurance coverage matters, with an emphasis on defending against bad faith and fraudulent claims.
March 12
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Kayla McCallum is an associate attorney in Swift Currie's Atlanta office. She focuses her practice on automobile litigation, first-party property insurance, insurance coverage and premises liability.
March 12
