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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Israel Velasco, who is slated to become the head of the Puerto Rican bank's U.S. subsidiary, will be charged with helping to implement the company's new strategic framework.
April 14
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Brandon Tobman is the chief executive officer of GetCovered, an insurance technology company that builds software solutions to simplify policy management, compliance and customer experience for the property insurance sector. GetCovered acts as a bridge between insurance and real estate, with clients that include insurance carriers, insurance agencies, property managers, landlords and membership associations.
April 14
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The San Francisco-based banking giant reported increased earnings and continued benign credit conditions, but net interest income fell short of Wall Street's expectations.
April 14
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Surjit Chana, a board member of Beneficial State Bank, a Harvard Fellow and a tech committee member of the Global Alliance for Banking Values, explains why there's a need for what he calls a moral architecture for AI
April 14
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During the bank's first-quarter earnings call, Jane Fraser dismissed a recent report that Citi is entertaining the idea of buying a large U.S. regional bank.
April 14
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Key Virtual Card builds on the bank's relationship with payments and card issuing infrastructure fintech Qolo and looks to compete with rivals such as Ramp, Airwallex and Brex that have been aggressively going after banks' corporate clients.
April 14
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The credit card company has issued a developers' kit to perform AI agent verification and aid merchants and shoppers, and is working with agentic AI protocols from other technology companies.
April 14
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As "blue zone" lifestyles and AI medical tech push human life expectancy over the century mark, retirement planners must ensure that "wealth spans" keep pace.
April 14
Toews Asset Management -
America's largest bank enjoyed strong performance in each part of the company, but especially its markets business. JPMorgan also kept credit in check, despite concerns about geopolitical conflict.
April 14
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The Federal Reserve's initial step toward doing away with paper checks is welcome, but any economy-wide transition must consider the needs of a variety of stakeholders, including many consumers who still rely on them.
April 14
