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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A filing for a BlackRock fund based on the cryptocurrency XRP showed up on the official Delaware website that registers investment trusts incorporated in the state. The only problem is that BlackRock wasn't the one who submitted it.
November 13
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Since the end of the Small Business Administration's 2022 fiscal year, the average loan size in its flagship program has dropped more than six figures. The addition of three new nondepository lenders could further drive down this figure.
November 13
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Small Business Administration lending is an arena where community banks and nonbanks compete favorably with some of the largest U.S. financial institutions. Here are the biggest SBA 7(a) lenders based on the value of approved loans.
November 13
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Richard Wickliffe, CPCU, ARM, CLU has been in leadership in the insurance industry for over 20 years. He has been a keynote speaker about unique fraud and insurance crimes at venues including a CPCU conferment and the FBI's InfraGard Counterterrorism conferences, where he received the FBI's Exceptional Service in the Public Interest Award. He's also the author of award-winning crime fiction, as well an upcoming non-fiction about insurance crimes. He can be reached at RLWickliffe@yahoo.com.
November 13
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At first blush, the deal might provide evidence that the bank doesn't shun the oil and gas industry as the label suggests. In fact, Bank of America has been named by environmental groups as one of the biggest financiers of fossil fuels in the world.
November 13
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Caroline Savello is Color's President, leading the company's work with over 1500 private and public health organizations including employers, funds, plans, and government institutions. Prior to joining Color in 2018, she worked at Bloomberg LP in their global media business, and began her career at the Boston Consulting Group where she focused on global and public health. She is a graduate of Yale University with a joint B.A./M.A. in political science.
November 13
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A recent effort by Citigroup to nudge certain customers toward digital-only statements was well intended but too punitive, observers say. The key, they argue, for banks seeking to cut costs or achieve other goals is to offer incentives to those with ingrained habits.
November 13
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The Consumer Financial Protection Bureau, Federal Reserve and other banking regulators rolled out their annual adjustments for the thresholds that determine whether activities are eligible for enhanced standards.
November 13
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Last month, his office started a review of whether 10 financial companies, including Bank of America Corp. and JPMorgan Chase & Co., violate a state law passed in 2021 that punishes firms for limiting work with the oil and gas industry because of environmental concerns.
November 13
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Senate Banking Committee ranking member Tim Scott, R-S.C., released one of his first major public bank policy pushes in months after formally suspending his presidential campaign.
November 13
