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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Despite an industrywide rough patch, EverBank still sees promise in the niche business line. The Jacksonville, Florida, company has hired a pair of prominent industry experts to lead a new division tasked with serving investment funds.
September 14
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Carrie Tolstedt, scheduled to be sentenced Friday for her role in the company's phony-accounts scandal, has already paid for her crime and should receive three years probation, her attorneys argue in a sentencing memo. Prosecutors have recommended a year in prison.
September 14
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A new model rates large banks on their efforts to develop and deploy artificial intelligence technology.
September 14
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Rep. Andy Barr, R-Ky., pressed one witness to say that bank regulators' Basel III endgame proposal, which would raise capital significantly for the largest banks, may have violated the Administrative Procedure Act.
September 14
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Lee Reams Sr. is the co-founder of
TaxBuzz , a vertical search engine and online community for taxpayers and tax professionals. In addition to being an expert on individual taxation and a respected speaker on tax-related topics, he has managed his own 600-plus client tax practice. He has served on numerous professional boards, including the California Tax Education Council, California State Enrolled Agent Society, and the San Fernando Valley Society of Enrolled Agents. He currently oversees a sizeable technical support forum, functioning as the tax research and answer guru for the profession's most complex tax issues.September 14
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Instead, the Canadian bank will try to ramp up its current strategy, which includes growth in commercial lending and technology upgrades, as well as streamline management.
September 14
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Executives at Citizens Financial Group and community banks such as Seattle Bank and Citizens Bank of Edmond say there are potential use cases for large language models. Yet they have concerns that impersonal service and likely errors could erode customers' faith in their financial institutions.
September 14
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Scott Syphax is CEO of Syphax Strategic Solutions, an advisory firm specializing in board governance, strategic planning and advisory services for national public and private organizations.
September 14
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Revenue challenges are driving the Utah bank's plan to reduce expenses, according to CEO Harris Simmons. "I talk to our peers, and everybody's looking for ways to cut costs," he said.
September 14
