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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The latest rise in property tax collections at the end of last year continued a nine-quarter streak of increases, according to the National Association of Home Builders.
March 27
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American Banker data finds that regulatory clarity is the top ask from executives holding back on adoption planning.
March 27
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Square, Block's merchant-focused business line, is trying to make more loans to seasonal businesses and first-time clients.
March 27
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The bank-led companion to the Zelle P2P app faces a market where tech giants such as Apple have huge market share and a headstart of more than a decade. Paze exec Eric Hoffman told American Banker there is still a large addressable market for digital wallet users.
March 27
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Citizens Financial Group President Brendan Coughlin discusses how AI is changing everything at the bank — from answering questions that previously went to call-center representatives to producing client reports at lightning speed.
March 27
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From transaction to transaction, it is impossible for merchants accepting major credit cards to know with certainty what interchange fees they are being charged. Until that's fixed, the interchange wars will continue.
March 27
Merchant Advocate -
Jay joined Sentinel Group as part of the ERISA Consulting team. Jay brings more than 20 years of legal experience and seven years direct retirement industry experience to Sentinel after providing legal, regulatory and compliance services to clients over the course of his career. He spent 10 years as in-house counsel to the Commonwealth of Massachusetts under the Transportation Secretariat.
March 26
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The Federal Reserve authorized a bid by Morgan Stanley to incorporate its German investment bank under its U.S. bank subsidiary. Three Biden nominees on the Fed board dissented, citing concerns that the move could heighten risks for the U.S.-based investment banking giant.
March 26
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In three separate appearances Thursday, Fed Gov. Lisa Cook, Gov. Michael Barr and Vice Chair Philip Jefferson said they are worried that U.S. involvement in the war with Iran could drive up inflation, leading them to conclude that interest rates should remain steady in the near term.
March 26
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Federal Reserve Gov. Stephen Miran on Thursday detailed a plan to reduce the central bank's balance sheet, saying a smaller footprint would reinforce policy boundaries but could also bring more market volatility.
March 26
