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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Many small-business lenders have less than 18 months to figure out how to gather and report on an extensive array of data.
August 8
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Kelly Rohrs, CPA, is the owner of
Kelly Rohrs CPA . She is a member of the American Institute of CPAs, the New York State Society of CPAs, the National Conference of CPA Practitioners, Whoggga, and Boost Women's Networking Group. With over 10 years of experience in public accounting, she specializes in working with small to medium-sized businesses.August 8
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Despite faster payments' momentum, fragmented systems and cash's resilience continue to hobble cross-border peer-to-peer remittance speed, says MoneyGram CEO Alex Holmes.
August 8
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Under settlements with the SEC, Wells Fargo and BNP Paribas will pay millions of dollars in penalties for employees using unofficial communications like WhatsApp. In all 11 firms agreed to pay penalties, while the CFTC took separate actions.
August 8
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Firms that had ratings cut included M&T Bank, Webster Financial, BOK Financial, Old National Bancorp, Pinnacle Financial Partners and Fulton Financial.
August 8
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Putting the pressure on employees to return to the office could cost financial companies their leadership.
August 8
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A federal judge's decision to bar the Consumer Financial Protection Bureau from enforcing a small business data collection rule pending the outcome of a Supreme Court case could give banks an opening to block a pending $8 late fee rule as well.
August 7
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Texas State Bankshares has agreed to buy Estrada Hinojosa & Co., one of the nation's biggest municipal underwriting and advisory firms.
August 7
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Activity in the primary market kicked off with a number of banks announcing debt deals overnight, including BNP Paribas, which became the first European bank to sell additional tier 1 notes in U.S. dollars since the writedown of Credit Suisse securities.
August 7
