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
-
Regulatory reform – rather than Biden's proposed solutions – is needed to fix the inventory crisis, some say, but others applauded the president's buyer cost-cutting initiatives.
March 8
-
PayPal expands Tap to Pay for iPhone payments; BNY Mellon's securities services leader exits; FleetCor rebrands as Corpay; and more in this week's banking news roundup.
March 8
-
Here's how the former regulator thinks Fannie Mae and Freddie Mac could exit conservatorship and where he sees the residential market headed this year and next.
March 8
-
The rule updates requirements for how systemically important clearing networks prepare for and respond to operational risks.
March 8
-
Roch Monnig, CFP, is a wealth advisor at Burney Wealth Management, one of the first registered investment advisor firms in Virginia, which encompasses a range of services including financial planning, investment management, tax planning, estate planning and retirement planning.
Monnig earned his bachelor's degree from the University of Tennessee, Knoxville in 2016 and became a certified financial planner in 2018.
March 8
-
Bipartisan legislation is ready for consideration in the Senate, but even if that fails, regulators have the tools they need to rein in excessive risk taking.
March 8
Public Citizen -
In unrelated initiatives, the two companies are extending their use of open banking to create deeper client relationships.
March 8
-
In his State of the Union address, President Joe Biden touted the Consumer Financial Protection Bureau's credit card late fee rule, which has sparked litigation from banking groups, and a raft of housing policy initiatives.
March 7
-
The Long Island bank plans to balance its loan mix and fix its risk controls. But following a large capital injection led by two former Trump administration officials, the new leadership is asking for more time to formulate its strategy.
March 7
-
The lawsuit against the Consumer Financial Protection Bureau was filed just two days after the bureau finalized a rule to cut credit card late fees to $8 from $32.
March 7
