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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Jim Esposito, one of Goldman Sachs Group's most senior executives, is leaving after almost three decades with the firm.
January 29
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The longtime Most Powerful Women in Banking honoree looks back on her 40-year career and the power of persistence.
January 29
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Acting Comptroller of the Currency Michael Hsu said Monday his agency is rescinding a rule that requires merger applications to be considered approved 15 days after a comment period's closure, part of a broader effort to rethink the bank merger process.
January 29
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The recent leadership turmoil at OpenAI underscored the importance of the due diligence banks must conduct before working with a generative artificial intelligence vendor.
January 29
CSL Consulting, an affiliate of The NBS Group -
Financial services companies are still in the early days of utilizing artificial intelligence, meaning they must closely examine any partnership with a third party. This includes demanding evidence to back up any performance claims these outside companies make.
January 29
Lotis Blue Consulting -
Google Pay's collaboration with the country's digital transaction network is the latest example of Indian tech informing strategy elsewhere in the world, including the U.S.
January 29
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With the growing interest in generative AI, it seems inevitable that some banking jobs will change while others will be eliminated entirely.
January 29
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Fintechs that jump ship to more stable sponsor banks need to prove they have a solid business and take compliance seriously.
January 28
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Adrienne Penta is the national head of wealth management at SCS Financial.Previously, she served as principal of private banking and executive director of the Brown Brothers Harriman Center for Women & Wealth. She led the creation of the CW&W, which supports women as they create and manage wealth and seeks to create a dynamic and inclusive environment where women can engage in conversations about wealth, family and values. She also oversaw private banking marketing and sales enablement.
January 28
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Kerri Mast is a principal with extensive experience advising business owners and families of generational wealth at
Brown Brothers Harriman .She helps clients achieve their goals relating to estate planning, philanthropy, business succession, and tax minimization. As a national leader of the Philanthropic Advisory practice, Kerri works to create an environment where families can engage in conversations about wealth, values, legacy and impact.
January 28
