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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Spring Development Bank aims to use blockchain technology to support funding for the expelled leaders and provide financial services to the civil war-torn population.
July 21
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The Dallas-based company, which saw $3.7 billion of deposits withdrawn after Silicon Valley Bank failed, now predicts average deposits will fall 14% to 15% compared with last year. However, the pace of outflow is slowing, say the bank's executives.
July 21
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Michael Sprachman is director of exchange traded solutions for Devexperts, a leading developer of financial solutions for brokers and financial institutions servicing equities, options, mutual funds, fixed income and futures.
Prior to joining Devexperts, he was a product manager for Fidessa's sell-side U.S. trading platform and began his career as an equity trader.
July 21
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Amazon expands "palm payment" at Whole Foods, Toast reverses 99-cent restaurant-order fee, Plaid expands open-banking reach and more in the weekly banking news roundup.
July 21
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Nate Lenz is CEO and co-founder of Concurrent.
Prior to launching Concurrent, he was vice president of succession planning and acquisitions at Raymond James Financial Services, leading a team that provided support to more than 4,000 independent financial advisors.
July 21
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The company says young consumers, steady credit quality and a robust travel recovery will offset a weaker economy for small businesses.
July 21
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Broker-dealers, investors and clearing companies, among others, will have to upgrade their operations and technology to meet SEC regulations.
July 21
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Massella Dukuly is the head of workplace strategy and innovation at Charter.
July 21
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The National Labor Relations Board has found that the Wisconsin-based insurance provider withheld certain employment information during the collective bargaining process. The company and its workers' union have been locked in contentious contract negotiations.
July 21
