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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In a speech delivered to the Texas Bankers Association, the Federal Reserve governor called on bankers to create and test liquidity plans capable of weathering turmoil.
May 19 -
Yolanda D. McGill joined Zest AI in 2023 as its Vice President, Policy and Government Affairs, bringing her extensive experience at the intersection of advocacy, research, government, and the private sector to achieve common policy goals. Immediately prior to joining Zest AI, Yolanda was leading the regulatory initiatives on credit cards, payday and small dollar lending, marketplace lending, and UDAAP as a supervising attorney in the Consumer Financial Protection Bureau's Office of Regulations.
May 19 -
James Gorman, who became CEO at the beginning of 2010, said early in the year that there are three finalists to take over when he leaves.
May 19 -
After the departure of a key Small Business Administration official, lawmakers from both parties are calling on the SBA's chief to delay rules that could open the agency's biggest lending program to more nonbanks — or even consider reversing the changes.
May 18 -
The CEOs of the nation's largest banks met with officials in Washington on Wednesday and Thursday, just two weeks before the government is expected to go broke. Behind the scenes, the banks are reviewing contingencies in case the unthinkable occurs.
May 18 -
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The Los Angeles fintech lender has agreed to refund voluntary payments paid by borrowers in California, Connecticut and the District of Columbia. Voluntary payments for loans have come under scrutiny from consumer advocates and state officials.
May 18 -
Chicago has one of the largest unbanked populations in the country, so United Credit Union rolled out a loan program aimed at those people who would typically use a payday lender.
May 18 -
First Citizens, JPMorgan Chase and New York Community Bancorp all bought failing banks in 2023. Here's what experts say they and other acquirers should do to ensure the tech integration is smooth.
May 18 -
During a Senate Banking hearing with regulators, Sens. Jon Tester, D-Mont., and Mark Warner, D-Va., raised concerns about sweeping policy changes, while bipartisan consensus emerged around curbing executive compensation.
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