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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Housing advocates and compliance firms are suing to block a rule from the Consumer Financial Protection Bureau that they say guts the Equal Credit Opportunity Act.
May 27
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The Federal Reserve Board governor is the latest Fed official to embrace the prospect of tighter monetary policy in response to rapidly rising prices that have taken hold in recent years.
May 27
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The brokerage fintech launched agentic trading and an agentic credit card today that will allow AI agents to trade equities and make credit card purchases on customers' behalf. It comes just weeks after OpenAI rolled out its own personal finance tool.
May 27
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The Canadian lender's U.S. plan involved selling branches and jettisoning certain noncore relationship loan portfolios. BMO is now positioned to achieve its stateside return on equity target, CEO Darryl White said.
May 27
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Regulators pushed banks toward multifactor authentication. A new phishing-as-a-service kit, flagged by the FBI, is built to slip right past it.
May 27
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Dennis Gannon is a vice president analyst at
Gartner who works with research teams to address the shared challenges of finance leaders and bring that research to life in one-on-one and group interactions with Gartner clients. He is a regular presenter and keynote speaker at Gartner conferences and facilitates dozens of executive roundtables with CFOs and other finance leaders every year.May 27
