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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Seibly, a 35-year banking industry veteran, takes over the Jacksonville, Florida, online bank now that private equity investors have purchased it from TIAA.
August 1
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Banks locked in funding by offering more enticing rates on certificates of deposit last quarter, but rebuilding liquidity came at a cost. Competition isn't dying down either, with a couple of credit unions floating 6% CD rates.
August 1
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More than 1,000 users reported problems making payments on Tuesday before complaint volumes tapered around midday, according to DownDetector, a site that collects user outage reports. The internal network disruption comes on the heels of another Zelle outage JPMorgan Chase took responsibility for seven days ago.
August 1
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William Marr is responsible for delivering Welton's investment solutions to the wealth management community, including brokerage houses, RIAs, private banks and family offices.
In previous roles he led due diligence and allocated to hedge funds and CTAs as Global Head of Hedge Fund Research at Merrill Lynch Wealth Management. He also headed Alternative Investments at Zurich-based bank Julius Baer and Boston-based State Street Global Advisors. Most recently he founded and managed Granite Street Capital, a consultancy focused on developing and implementing growth strategies for alternative investment managers.
August 1
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Lisa Opoku follows Julian Salisbury out the door of the Wall Street stalwart.
August 1
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The Pittsburgh-based regional is leaning heavily on ATMs as part of a de novo expansion strategy in the lucrative Washington metropolitan region.
August 1
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After a quarter in which the institution helped the firm reap a record profit margin, the company followed rival Edward Jones in withdrawing its application.
August 1
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The world's largest payment network is making changes to how it deals with merchants who want to charge customers extra when paying with a credit card.
August 1
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The Federal Reserve's much-awaited Basel III proposal would raise capital significantly for the largest banks, a move that neither the international agreement nor the moment requires. Somehow that square is going to get circled.
August 1
American Banker
