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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Katie Thomas, CPA, is the owner of
Leaders Online , which helps accounting and B2A (business to accounting) professionals increase their impact, influence and income through thought leadership and digital marketing.December 27
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Overall merger-and-acquisition activity proved modest across the banking sector, but several prominent deals were reached. Read on for details of the year's biggest transactions.
December 27
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EWA programs are not loans, no matter how loudly critics insist that they are. They provide a vital source of liquidity to hardworking families.
December 27
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Banks cannot shrug off the impact of sudden account closures as inevitable collateral damage involved in fighting money laundering.
December 27
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The Consumer Financial Protection Bureau will take a bite out of bank profits in 2024 by issuing final rules on overdraft and credit card late fees, among other major rulemakings.
December 27
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JPMorgan Chase and Citigroup were among the banks that voluntarily reported new information this year about the impact of their operations on climate change. The additional disclosures came in advance of new regulations that are expected in 2024 from the Securities and Exchange Commission.
December 26
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Despite the surge in tips to the Securities and Exchange Commission in fiscal year 2023, the number of whistleblowers receiving awards dropped sharply.
December 26
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Grayscale Investments, the cryptocurrency-trust manager vying for U.S. approval to convert the world's biggest bitcoin trust into an exchange-traded fund, says Silbert has resigned as its chairman. He heads a related company that is the subject of lawsuits by U.S. regulators.
December 26
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The deadline for a $28 million deal between Bancorp 34 and CBOA Financial was pushed later into 2024 after Bancorp 34, the buyer, announced it would restate third-quarter results to reflect a significant loss tied to a worsening commercial real estate credit.
December 26
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The proposal's plan for addressing securities financing transactions will lead to negative unintended consequences for multiple financial entities.
December 26
Flat98 Strategies & Communications, LLC
