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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One of the leading makers of pre-packaged salads has acquired a 16.3% stake in Salinas, California-based Pacific Valley Bank. "It's a real vote of confidence," the bank's CEO said.
January 8
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World Liberty Financial, a crypto venture co-founded by President Trump, applied for a national trust charter with the Office of the Comptroller of the Currency. The move comes as several prominent crypto companies have applied for and received conditional approval for trust charters since the beginning of the Trump administration.
January 7
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Katie Fitzgerald is a Managing Director in West Monroe's Organization, People & Change practice. She excels in leading large-scale change initiatives — including operating model shifts, system implementations, organizational restructuring, and workforce transformation — for Fortune 100 and mid-market companies.
January 7
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The deal ends more than a year of speculation of who would take over Apple's coveted credit card portfolio.
January 7
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House Financial Services Committee Chairman French Hill's community-banking package includes reciprocal deposits, tailoring and many other items on community bankers' wish lists.
January 7
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Federal Reserve Vice Chair for Supervision Michelle Bowman outlined several priorities affecting community banks, including potential changes to asset thresholds for smaller institutions.
January 7
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The U.K. bank has completed a payment using the stablecoin alternative; while Revolut is trying to acquire Turkish neobank FUBS. Plus: execs tied to the Wirecard scandal are on their way to prison and more in the American Banker global payments and fintech roundup.
January 7
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The bank is investing in Ubyx to help traditional financial institutions settle stablecoin payments and compete with nonbank fintechs.
January 7
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Naaz Scheik is the founder and CEO of SoftPak Financial Systems, where he has spent over 30 years pioneering quantitative fintech solutions for global investment firms and banks. A former quantitative analyst, he was named one of the Top 50 Financial Technology CEOs of 2024 in the Financial Technology Report.
January 7
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President Trump said he would prohibit large institutional investors from buying single-family homes. While the executive couldn't bar such investments on its own, a legislative ban could gain bipartisan support.
January 7
