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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Roberto J. Gonzalez is a partner at Paul, Weiss, Rifkind, Wharton & Garrison LLP and previously served as principal deputy general counsel of the CFPB.
June 1
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Bob Gaydos is the founder and CEO ofPendella where he leads a team of innovators in the insurance industry, automating the underwriting process through AI and big data. Over the last 10 years, Bob has founded, invested, advised, and operated innovative companies in the benefit & insurance industry, such as Maxwell Health: an online benefits administration platform acquired by Sun Life in 2018. Connected Benefits: an online insurance agency acquired by GoHealth in 2016. Limelight Health: a group underwriting platform acquired by Fineos in 2020. GoCo: an online platform for HR, benefits, and payroll. Ideon (formerly Vericred): an innovative data services platform powering digital quote-to-card experiences in health insurance and benefits.June 1
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All In Credit Union's acquisition of $115 million-asset SunSouth Bank will push the credit union above the $3 billion asset mark.
June 1
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U.S. banks lost 2.5% of their deposits during the first quarter while credit unions saw a 2.1% quarterly increase, according to an S&P Global Market Intelligence analysis. Aggressive marketing — and credit unions' relatively untarnished reputations — helped motivate the shift.
June 1
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The search giant is adding travel, health care and other consumer services to encourage users to stay within its ecosystem.
June 1
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Mobile banking offerings at midsize banks scored below those of their larger peers in a recent customer satisfaction survey. At a time of rising interest rates, consumers are increasingly valuing digital offerings that act as money movement hubs, experts say.
June 1
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Will this Change the Payments Economic Model?
May 31
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As legalization occurs across the U.S. the payments industry will need to be ready. Uncertain politics and challenging regulatory issues leave cannabis financial services leaders under constant pressure.
May 31
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How are banks partnering with fintechs around digital adoption and supporting underserved and unbanked populations through easy-to-use digital solutions such as digital wallets, mobile banking, and digital payments?
May 31
