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 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
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Bank CEOs pay is rising again, as the leaders of the largest banks all top $40 million now; the next Fed chair needs to contend with a splintered board.
June 4
American Banker -
Gov. Jared Polis, a Democrat, vetoed a bill passed by the state legislature last month that would have barred banks and credit card companies from charging interchange fees on taxes, arguing that the bill would create too much legal risk for businesses and consumers.
June 4
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A revised Basel III endgame proposal from the Federal Reserve would fundamentally change the economics of mortgage lending for banks — improving returns, reshaping pricing and reopening a market they sidelined.
June 4
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While the move is seen in a positive light, lenders and Trump administration officials are still angling to raise the loan-size limit within the agency's flagship 7(a) program.
June 4
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While bank CEO pay increased across asset sizes last year, the CEOs of the nation's largest banks received the biggest boosts in total direct compensation, according to a study.
June 4
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Simon Leung PharmD, RPh is VP, head of pharmacy at Conner Strong & Buckelew, one of America's largest and most respected insurance brokerage, employee benefits and risk management consulting firms. He oversees all facets of the firm's pharmacy business, driving cutting-edge pharmacy solutions to optimize pharmacy benefit strategy for employers and plan sponsors. Additionally, he actively works with PBMs, coalitions and other industry partners.
June 3
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Carl E. Sera, CMT, is president and managing principal of Sera Capital Management, a fee-only fiduciary RIA specializing in 1031 exchanges, 721 DSTs and qualified opportunity funds.
June 3
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Early Warning Services' digital wallet solicited actors Elizabeth Banks and Gabrielle Union for its second national advertising campaign as it looks to tie itself to financial institutions in the public eye.
June 3
- AB - Policy & Regulation
Roughly 80% of banks with more than $100 billion of assets were deemed well-managed in the Fed's latest supervision and regulation report, a sharp increase from 2024.
June 3
