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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Many servicing metrics look weaker amid lower rates although valuations can vary depending on companies' models, operations and portfolio composition.
January 23
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Once seen as a sleepy corner of the financial services industry, asset servicing has become increasingly important for banks as artificial intelligence, blockchains and a generational transfer of wealth alter the landscape.
January 23
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The Brazilian digital bank Banco Inter now has a license from the Federal Reserve Board and the state of Florida to establish a virtual "branch" in Miami.
January 23
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Shares of the California lender surged 25% on news of the leadership change and preliminary fourth-quarter earnings.
January 22
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The McLean, Virginia-based bank plans to close the deal in mid-2026, about a year after it sealed its landmark purchase of Discover Financial Services.
January 22
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With one Texas acquisition integrated and another deal set to close next month, Huntington Bancshares is projecting double-digit growth in loans and revenue this year.
January 22
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The acquisition will improve how clients can use agentic artificial intelligence to attract and reel in consumers.
January 22
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Three weeks after completing its "merger of equals" with Synovus Financial, Pinnacle Financial Partners said it plans to hire 225 to 250 revenue-generating bankers in 2026 across its newly expanded Southeast footprint.
January 22
