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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Wayne Park is the head of John Hancock's U.S. retirement plan and recordkeeping business with accountability for all aspects of the business including sales, relationship management, product, strategy, marketing, operations, and technology.
October 2
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Donald Trump wanted to get higher on the Forbes billionaires list and save a fortune on loan terms by overvaluing his properties, according to documents presented by New York Attorney General Letitia James at the former president's civil fraud trial.
October 2
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The financial institution released details of an FDIC consent order, weeks after the unexpected departure of longtime CEO Roger Hochschild. The bank must submit several action plans to address consumer protections within three months.
October 2
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The $23 million deal, signed in 2021 and initially projected to close in the second quarter of 2022, was delayed multiple times amid leadership turnover at the Los Angeles-based RBB.
October 2
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The Federal Reserve governor said existing reports, including one published by the Fed's inspector general last week, were too limited in scope.
October 2
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German financial watchdog BaFin has appointed an independent monitor to oversee Deutsche Bank's progress in resolving issues at its consumer unit. It's the second time BaFin has taken the unusual step since Christian Sewing became CEO in 2018.
October 2
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Making the Consumer Financial Protection Bureau's funding subject to congressional appropriations would bring some much-needed accountability to a runaway regulator.
October 2
Ballard Spahr LLP -
Founder, President & CEO of SPLICE Software, Tara Kelly (@TKtechnow), has a passion for enabling clients to engage in a meaningful, Data Driven DialogTM with their customers. As a serial entrepreneur who has developed three companies including one outside the technology field, Tara's expertise is multidimensional but focused on creating businesses that use technology to enhance operations, service and the customer experience.As an open source activist and recognized user experience designer, Tara Kelly served as a board member for the International Board for Voice User Interface Design and the Canadian Cloud Council. In addition to running SPLICE Software, Tara is an advisor for the Special Olympics Toronto, serves on the board of directors for Technology Alberta and is a member of the Entrepreneurs Organization.Recognition for Tara's achievements include Business In Calgary's Leaders of Tomorrow 2014, Bronze Stevie Award winner for Female Entrepreneur of the Year in Canada 2012-14, Profit/Chatelaine W100 2012-14, Profit 500 2013-14, Prairie Finalist for EY Entrepreneur of the Year 2012-13, TechWomen Canada 2013, Calgary's FastestGrowing Companies 2013, Alberta Venture's Fast Growth 50 2012, TechRev Innovation Award 2011, and Western Finalist for the RBC CWEA Award 2011.
October 2
