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

-
Regulators can compel regulated stablecoin issuers to perform AML checks and even freeze assets. But there are a lot of digital currencies out there beyond stablecoins.
April 28
American Banker -
There's been an onslaught of nonbank financial technology company charter applications and approvals already this year.
April 28 -
A business unit CEO Jane Fraser called a "crown jewel" during the bank's first-quarter earnings call says its reaping efficiencies through virtual assistants.
April 28 -
Dayne joined Quantum Health as its new CEO and member of its Board of Directors in January 2025. As CEO, he drives the overall business strategy and execution for Quantum Health. He was most recently the founder, CEO and Executive Chairman of PlanSource, a leading technology company that automates and simplifies benefits programs for over 5 million employees, and its platform helps employers better administer their health benefits. A proven scaler of transformative companies, he focuses his impressive health benefits industry experience to drive growth and unlock new market value and operational scale.
April 27 -
The Pennsylvania-based regional bank said it will collaborate with OpenAI to deploy artificial intelligence across its commercial banking operations. OpenAI technical teams will be onsite to build custom AI capabilities.
April 27 -
The Treasury Department will look at recipients of awards from the Community Development Financial Institutions Fund for "potential violations of applicable law" as the Trump administration continues its campaign against alleged abuses related to the program.
April 27 -
Assistant Secretary for Fair Housing and Equal Opportunity Craig Trainor encouraged the real estate industry to reconsider advice received from DEI experts.
April 27 -
Sen. Thom Tillis, R-N.C., said on Sunday that he no longer opposes Kevin Warsh's nomination to serve as chair of the Federal Reserve following the Justice Department's announced closure of its inquiry into current Fed Chair Jerome Powell.
April 27 -
Banks weighing stablecoin partnerships need to know whose playbook regulators will endorse before another major crypto theft tests the question.
April 27 -













