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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Consumers favor credit cards that offer better spending rewards and that card issuers should consider providing services to help their customers manage growing account balances, J.D. Power's annual survey found.
August 17
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After an aborted attempt to set up its own bank, Edward Jones is joining forces with Citi to provide savings and checking accounts for clients.
August 17
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The embattled credit card company, which is bracing for regulatory action, warned Thursday that heavy spending on risk management and compliance will persist. Executives also said that internal and external candidates will be considered for the permanent CEO job.
August 17
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The latest draft emphasizes integrating cybersecurity into core governance functions and broadens its scope beyond just critical infrastructure sectors. It also offers guidance on dealing with novel threats, such as newer strains of ransomware.
August 17
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Meredith has almost four decades of industry operations and technology experience spanning all lines of business and the entire insurance value chain. During her 33 years at Liberty Mutual, she was responsible for numerous digital, product, and organizational transformations. Meredith was most recently the industry go-to-market strategist at Ushur, an AI SaaS startup, driving growth and brand awareness across both the P&C and LA&H segments.
As part of the Advisory and Research team at ReSource Pro, Meredith works directly with carrier advisory clients, engages in research efforts, and supports carrier consulting projects.
August 17
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Many institutions are building internal development programs to lower the barriers of entry to more senior roles as aging leaders retire.
August 17
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The average for a 30-year home loan marked the fourth straight week of increases, according to Freddie Mac.
August 17
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Offices impacted are located in Chicago, Cincinnati and Kansas City, a company representative said Wednesday.
August 17
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The small bank in eastern Washington State violated its commitment to regulators by helping the crypto company issue stablecoins. Earlier this year, the bank opted to dissolve itself.
August 17
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Establishing a conduct risk authority in the U.S. would go a long way toward restoring trust in the banking industry.
August 17
