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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Patricia L. Harman is the editor-in-chief of Digital Insurance, covering the intersection between technology and insurance for the industry. She chairs Digital Insurance's annual Women in Insurance Leadership forum and hosts Digital Insurance's DigIn Podcast. Previously, she served as editor-in-chief of the PC360 group, chaired the Complex Claims & Litigation Forum and hosted the Insurance Speak podcast. Patti covers auto, property & casualty, workers' compensation, fraud, emerging risks, and is a frequent speaker at insurance industry events. She has more than 25 years of experience covering the property restoration and insurance industries, is a member of the National Press Club, and has been honored with over three dozen journalism awards.
September 18
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In the absence of any federal cover to provide banking services to cannabis businesses, banks have developed strategies to service those customers anyway. But experts are divided on whether that adaptation obviates the need for comprehensive federal legislation like the Secure and Fair Enforcement Act.
September 17
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Bancrédito International Bank and Trust Corp. "willfully violated" the Bank Secrecy Act, according to the Financial Crimes Enforcement Network. The penalty was the first under a two-year-old federal rule aimed at closing gaps in anti-money-laundering enforcement.
September 15
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Ousmène Jacques Mandeng is a senior advisor at Accenture and a visiting fellow at the London School of Economics and Political Science.
September 15
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USAlliance Federal Credit Union names Harry Zhu as its next president and chief executive; HSBC launches business account-opening portal in 20 countries; Swift enters next phase of its central bank digital currency solution and more in the weekly banking news roundup.
September 15
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The Senate Banking Committee is expected to mark up the Secure and Fair Enforcement Act, or SAFE Banking Act, the week of Sept. 25.
September 15
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Commercial real estate loans are a growing area of concern for banks. But OceanFirst says its exposure to a troubled shared credit tied to a Manhattan office building isn't a sign of broader problems in its portfolio.
September 15
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The American Bankers Association found that 89% of the banks it surveyed feel that social media is important. But there is room for improvement in their practices.
September 15
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UBS's schedule, which targets the integration to be finished by the end of 2025, is very ambitious and not certain to be met, according to sources.
September 15
