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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After nearly a decade of regulatory headaches, Discover Financial Services is looking to sell its private student loan business. Its stock jumped 4% after the news.
November 30
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Top tech news in November: The Office of the Comptroller of the Currency's appointee to the Office of Financial Technology comes into question, Mint's closure presents opportunities for banks, bank and fintech leaders look toward generative artificial intelligence for innovation and more.
November 30
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The 30-year average declined for the fifth consecutive week, as purchase demand picking up at the same time, according to Freddie Mac.
November 30
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In November's roundup of top banking news: Citigroup approaches newest wave of job cuts and managerial shifts, Truist Financial nearly doubles most-senior executive leadership team, JPMorgan Chase faces regulatory inquiries and more.
November 30
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Brandon Milhorn, former top staffer to FDIC Vice Chairman Travis Hill, has been named president and CEO of the Conference of State Bank Supervisors, effective Monday.
November 30
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Justin Underwood is the founder and managing principal of Flat98 Strategies & Communications LLC. Underwood previously served as the Executive Director and CEO of the American Bankers Association Securities Association (ABASA). In 2022, Underwood was named an honoree for the Washington Business Journal's 40 Under 40 Business Leaders in DC. He earned a master's degree in government and an MBA from the Johns Hopkins Carey Business School.
November 30
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Texas-based RBFCU, the tenth largest credit union in the nation, promoted Mark Sekula from CFO to CEO, replacing Christopher O'Connor, who will retire in March.
November 30
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The banking industry needs to seriously grapple with the potential — for good and for ill — that generative AI presents for its future.
November 30
