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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Robert Cruz has been with Smarsh for over ten years as the Vice President of Regulatory and Information Governance. His primary objective is to help Smarsh customers stay informed of regulatory developments and deploy best practices in the use of digital communications technology. Robert is a recognized author, speaker, and subject matter expert in the area of digital communications compliance and brings over two decades of leadership in the governance, risk, and compliance market.
December 30
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New Jersey-based OceanFirst Financial slid in its planned $579 million acquisition of Flushing Financial just before the end of the year. The private equity firm Warburg Pincus is also participating in the transaction.
December 30
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Chris Arnold is the Vice President of Contact Center Strategy atASAPP , where he partners with leading insurance carriers to modernize claims, billing, and customer service operations with AI. With more than 15 years of experience in customer experience transformation and contact center innovation, he specializes in helping enterprises operationalize AI to drive measurable efficiency and improve policyholder satisfaction.December 30
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Credit unions hit new highs in membership, deposits and loans in 2025. But it was also a chaotic year for the industry's governing body, and the sector faced renewed attacks by banks.
December 30
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U.S. District Judge Amy Berman Jackson said the administration must request funds from the Federal Reserve, rejecting a Trump DOJ legal theory.
December 30
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Jenny Small serves as regulatory counsel for the stablecoin issuance firm Rain. She is a former attorney at the Office of the Comptroller of the Currency and then spent time in private practice before joining Rain.
December 30
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Chloé Dolsenhe is principal managing director of regulatory strategy at Vantro Advisors, where she advises financial institutions, stablecoin issuers, and technology companies on supervisory strategy and resilient product development. She formerly served as an enforcement attorney at the Office of the Comptroller of the Currency.
December 30
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The year was marked with six state regulations, new entrants, product and market expansion from existing EWA providers and buy-in from investors.
December 30
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The fintech IPO drought ended this year with several large public exits by firms such as Chime, Klarna and Circle.
December 30
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BJ Gardner is the director of IT Development & Operations forPennsylvania Lumbermens Mutual Insurance Company (PLM).
December 30
