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 intelligence company alleged that Chime willfully misused J.D. Power's name and trademark in its marketing materials. The neobank said it would "vigorously" defend its position.
June 4
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The domestic focus of most instant settlement rails is evolving toward cross-border, creating an opportunity for the bank to approach corporate clients.
June 4
- AB - Policy & Regulation
Members of the House Financial Services Committee pressed prudential bank and credit union regulators about the potential risks of bank lending to private credit firms in a hearing Thursday.
June 4
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The megabank promoted Margo Pilic, CEO Jane Fraser's chief of staff since 2021, to a new job that combines bank strategy with investor communications. The promotion was one of several leadership changes announced by the bank.
June 4
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Bank leaders and industry observers are starting to worry about the risk of automation complacency, where glazed-eyed workers fail to see mistakes made by AI models that are right most of the time.
June 4
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The 30-year fixed rate mortgage average not only remains where it was in September, it is still nearly a half-percentage point above February's trough.
June 4
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Valuation experts say RIA purchasers are most attuned to organic sources of growth — assets from new and existing clients. But market gains also play a role.
June 4
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Ross Sinclair is founder and CEO at EIP. Ross has over four decades of experience in the insurance industry and founded EIP over 20 years ago. As one of the founders of EIP he has helped transition the core business from delivering managed services on device insurance to its position today as a market-leading software provider. Before EIP, Ross was on the insurance board of Carphone Warehouse.
June 4
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The heads of the Federal Deposit Insurance Corp., National Credit Union Administration, Office of the Comptroller of the Currency and the Vice Chair of Supervision at the Federal Reserve are slated to appear before the House Financial Services Committee Thursday morning.
June 4
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The agency is in discussions with the rent-rewards fintech regarding how it handled a card changeover after Wells Fargo ended its partner bank contract early.
June 4
