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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Anna Garcia is the founder and managing partner of Altari Ventures, a New York-based early-stage enterprise fintech fund focused on data-driven enterprise intelligence, capital markets and asset management technology, CFO tech stack, embedded finance and decentralized/centralized infrastructure convergence. Altari invests primarily in pre-seed and seed stage opportunities.
January 25
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The bank didn't unveil any new climate commitments, but mapped out the changes it sees as necessary to decarbonize the heavy-emitting industries it still finances.
January 25
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A former comptroller of the currency assesses last year's turmoil in the industry and charts a path forward including advancements in regulation.
January 25
Ludwig Advisors -
Ashley Tison, Esq. is the founder of
OZPros , an opportunity zone consultancy. A consultant and attorney on opportunity zones, tax-advantaged structures and investing strategies, he has advised over 500 commercial property investors, family offices, investment advisors and high net worth individuals on how to maximize their tax savings in real estate investments.January 25
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As companies downsize and restructure, American Banker is tracking these decisions to help our readers understand how their industries are adapting.
January 25
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Lloyds Banking Group is cutting around 1,600 roles across its branches, part of a push by the lender to provide more services online.
January 25
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The Bank Term Funding Program, established during last year's liquidity crunch, will stop issuing new loans on March 11. Until then, banks can still borrow from the facility, though at less favorable terms.
January 24
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The criminal hacking gang LockBit said it was behind a ransomware attack that shut down some of the operations of EquiLend, a financial technology firm that processes trillions of dollars of securities-lending transactions every month.
January 24
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The private equity firm Caryle is buying a $415 million student loan portfolio from Truist Financial. It's also investing in a nonbank student lender called Monogram that works with banks and credit unions.
January 24
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John Watt, 65, will step down in May after more than seven years as president and CEO of NBT Bancorp in Norwich, New York. The plethora of internal candidates to succeed him made the decision a no-brainer, Watt says.
January 24
