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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Arne Philipp Klug is MSCI's biodiversity research director, overseeing thematic research on biodiversity and natural capital. He engages with investors and key stakeholders to help clients set and prioritize their investment objectives for biodiversity. Arne previously led MSCI'S ESG research on the transportation sector. Prior to joining MSCI, he worked as an ESG analyst and account manager at Sustainalytics in Frankfurt and Toronto. Arne holds a master's degree in communications science, political economics and Hispanic studies from the University of Münster in Germany.
June 20 -
Answers that used to take employees 15 minutes to find, they can now obtain in seconds using the enterprise version of ChatGPT.
June 20 -
Banks and credit unions have come out against the Consumer Financial Protection Bureau's proposal to cut credit card late fees to $8, saying that figure is too low to cover costs. Finding a more suitable number might save the bureau a lot of trouble.
June 20
American Banker -
The state where the first U.S. credit union opened in 1909 reported fewer members in the first quarter compared to a year earlier, due in part to the competitive threat from banks.
June 20 -
Smith joined the bank in January after serving as president of Keller Home Financial Services and heading Citi's U.S. mortgage business.
June 20 -
NomuPay has acquired parts of the disgraced processor that could help it overcome the barriers of entry to the lucrative market.
June 20 -
Alison Simons is the founder of Simons Marketing. She started in accounting marketing in 2004 as the head of marketing for a regional CPA firm. In 2013 she became an entrepreneur, and Simons Marketing was born. Simons Marketing develops and executes marketing strategies that help CPA firms reach their goals. She is a regular contributor and presenter with MassCPAs, ProVisors, AAM and is part of the BDO Alliance as a Business Resource Network member.
June 19 -
Peter Henderson, CPA, is a partner at Top 100 Firm Moss Adams who has worked in public accounting since 2008. He specializes in federal and state tax credits and incentives. He has degrees in both accounting and engineering, and extensive experience in mechanical and high-tech industries, including aerospace, defense, space-tech, green energy, automotive, manufacturing, and hardware and software development.
June 19 -
Further changes to field of membership rules will result in credit unions so big that they lose focus on the communities they were chartered to serve.
June 19
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CEOs have to determine if this is really a viable business in a viable sector and whether these deposits can be safely used to support the fundamental mission of providing credit to the community.
June 19
Suncrest Bank










