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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Allen Meyer is a partner and global regulatory compliance practice leader at Oliver Wyman.
August 20
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Karin Lockovitch is a partner and head of consumer and retail banking compliance at Oliver Wyman.
August 20
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Banco Santander has completed its purchase of Webster Financial. It plans to take the integration process slowly in order to avoid customer disruptions.
August 20
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The Trump administration's refusal to release funds appropriated by Congress for community development financial institutions is actively damaging programs that serve low-income Americans.
August 20
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As the fintech IPO market is on pause and the total number of deals decreases, select firms are still collecting sizable equity checks from private investors.
August 20
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The agency says the subprime auto lender pledged the same car loans to several lenders and bond deals at once, leaving investors owed about $945 million.
August 20
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Most Americans have been at least targeted by fraudsters, and as AI technology gets better the frauds are going to be harder to stop.
August 20
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Banks, credit unions and supervisors told the Federal Financial Institutions Examination Council that the legal ambiguity of "material financial risk" in the agency's supervisory rating proposal will create problems for banks and regulators down the road.
August 20
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Industry consultants recommend steps RIAs in Schwab's referral network can take if they're worried about competition for clients.
August 19
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T-shaped teams help banks measure AI impact by defining outcomes upfront, tracing results to AI and rolling them into business impact at the enterprise level.
August 19
