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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Jacob O. William writes about the infrastructure of trust in financial systems, with a focus on fintech, automation and human-centered design.
May 21
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JPMorgan, Mozilla, Palo Alto and other Glasswing partners have new latitude as Anthropic loosens disclosure rules under congressional pressure.
May 21
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Dorota Gawron is a consultant at Sollers Consulting, specializing in pricing transformation and digital innovation in the insurance sector.
May 21
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Michał Trochimczuk is Co-founder and managing partner ofSollers Consulting , a global firm specializing in digital transformation for the insurance and financial services industries.May 21
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The Federal Reserve Board on Wednesday published a proposed limited master account framework, marking the next step toward creating another option for firms to access the Fed's payment systems.
May 21
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Like most payment companies and banks, the stablecoin firm is lining up a suite of services for demand that hasn't quite materialized, but likely will – in some form.
May 21
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Steve Bailey is the president and chief operating officer of RockWallet, a fully licensed digital asset platform.
May 21
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With the 10-year Treasury yield at levels not seen in 52 weeks, the 30-year fixed rate mortgage rose 15 basis points over last Thursday, Freddie Mac said.
May 21
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According to a recent survey by Janus Henderson, 79% of clients said they would be upset to learn an advisor used AI without telling them.
May 21
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Ofir Nir is the chief financial officer at
Flatworld Solutions , where he leads global finance operations across accounting, FP&A and financial systems. With over 20 years of experience, including senior finance roles at GE and SUEZ and earlier in audit at KPMG, his work focuses on building scalable, audit-ready finance functions in private equity-backed environments. He has led ERP implementations, process standardization efforts, and control enhancements, with a focus on ensuring finance organizations can support automation and growth through disciplined operations and reliable data.May 21
