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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The Consumer Financial Protection Bureau plans to release a proposal that would set maximum overdraft fees at $14 for the largest banks in an overhaul of how overdraft fees are calculated and charged.
January 17
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Justin Fitzpatrick is COO and co-founder of
FullCircl , a leading customer lifecycle intelligence platform.January 16
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In official comments on bank regulators' Basel III endgame capital proposal, concerns are being raised by a wide array of stakeholders — including civil rights advocates and consumer advocacy groups — suggesting major amendments or re-proposal may be necessary for the rule to cross the finish line.
January 16
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