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 total delinquency rate rose 0.2 percentage points annually in March, with the share of loans 90 days late rising out of the range they were in since 2024.
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The test of automated risk assessments for government-sponsored enterprise-eligible mortgages are designed to help determine when waivers might be possible.
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The eurozone's top bank supervisor is the latest to act on artificial intelligence's impact on cyber risk, even as U.S. regulators set no formal expectations.
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Sterling F. Cunningham, EA, is the founder and CEO of
Sterling Tax IQ LLC and creator of TaxAdvisor 360, an AI-powered IRS procedural guidance assistant grounded in Circular 230. He served 24 years with the IRS as a revenue agent and appeals officer, including roles as an on-the-job Instructor and policy analyst.May 29 -
Federal Reserve Vice Chair for Supervision Michelle Bowman said Friday that she believes price growth is still heading toward the central bank's 2% target when factoring out one-time shocks such as tariffs and elevated oil prices.
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The crypto industry thought it could do trust better than the banks, found out it couldn't and realized it needs rules to guarantee trust.
May 29
American Banker -
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People are becoming increasingly wary that things they see, read and hear may be AI-generated rather than authentic. To maintain customer trust, banks need to leave no doubt that they are people-driven organizations.
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