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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The one-click checkout fintech, which launched its own "super app" last year, reduced its current workforce by about 30% last week.
April 7
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Financial institution members of The Knoble will be using AI to monitor transactions around the soccer games for signs of trafficking and share suspicious activity information with each other.
April 7
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Traditional banks ceded control of the fastest-growing segment of infrastructure finance — renewable energy — to private capital. The question now is whether they can reclaim some share of what's left over.
April 7
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Goldman Sachs comes under fire for its commitment to diversity, and Jamie Dimon sounds like he's running for something.
April 7
American Banker -
The investment bank is the target of a campaign by Color of Change, a racial-justice advocacy group that's accusing Goldman of retreating from its diversity commitments.
April 7
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The latest government-sponsored enterprise changes include a more flexible sampling and a longer maximum term for some manufactured housing loans, respectively.
April 6
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From the war in Iran to reviving the American Dream, the CEO of JPMorganChase has a lot on his mind. Here are five takeaways from his message to shareholders.
April 6
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Mary Callahan Erdoes is Chief Executive Officer of JPMorganChase's Asset & Wealth Management line of business – one of the largest and most respected investment managers and private banks in the world, with more than $7 trillion in client assets and a 200-year-old legacy as a trusted fiduciary to corporations, governments, institutions and individuals. Since joining the firm 30 years ago, Erdoes has held senior roles across Asset & Wealth Management before becoming its CEO in 2009 and joining the JPMorganChase Operating Committee, the firm's most senior management team.
Erdoes earned her undergraduate degree in Mathematics at Georgetown University. She serves on the Global Advisory Council of Harvard University, where she earned her MBA, the board of Harvard Management Company, and the U.S.-China Business Council.
Erdoes resides in New York City and has three daughters.
April 6
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A federal appeals court has agreed to rehear a challenge to a Colorado law intended to combat "rent-a-bank," arrangements that would impose Colorado's interest rate caps on certain out-of-state banks.
April 6
