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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Stephanie Tilenius is an entrepreneur and "intrapreneur" who builds products, platforms and businesses from the ground up. She is the founder and CEO of Vida Health, a virtual health platform designed to treat the whole person by addressing a full range of physical and mental chronic health conditions. Before starting Vida, Stephanie led large consumer and enterprise platforms at Google, eBay and PayPal. She is on the Boards of Papa, Wish, and Seagate.
July 12
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This week in global news, Lisbon takes contactless payments to the subway; U.K. politicians say AML actions rules are politically motivated; and more.
July 12
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Wassia Kamon, CPA, CMA, MBA, is the vice president of finance and corporate controller at the
Low Income Investment Fund . Recognized as a 2022 40 Under 40 Honoree by CPA Practice Advisor, she is a speaker and one the top corporate finance and accounting content creators on LinkedIn. Her insights on resilience and professional development have been featured in publications such as The Wall Street Journal and Strategic Finance Magazine. Reach her atwassia@theclarityblueprint.com .July 12
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Accrue Savings' merchant-specific savings accounts, originally pitched as a way for consumers to fund major furniture and jewelry purchases, is finding a new market with vacationers.
July 12
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The Kentucky company says its newly purchased equipment financing unit will strengthen its presence in the market for leasing office furniture, computers and other lower-cost essentials that customers will still buy in an unpredictable economy.
July 12
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Limiting large-bank access to the system could have an unintended negative impact on smaller banks.
July 12
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To avoid a third straight quarter of disappointing investors on earnings day, Goldman executives have been actively downplaying expectations for results that will be disclosed next week.
July 12
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The Montreal-based bank reportedly hired JPMorgan Chase to consider its options.
July 11
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Canada's banking regulator is proposing to make it more costly for lenders to accommodate mortgage borrowers who stretch out their loans in an effort to limit housing-market risks in the financial system.
July 11
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They're wary of deteriorating economic conditions and the bite higher interest rates could take out of profits, according to the latest index of small-bank executives' sentiments by the Conference of State Bank Supervisors. The index fell to its lowest level since it was created in 2019.
July 11
