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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Nathan Wallace is a founding principal wealth manager at Savvy Wealth, a digital-first platform for financial advisors that's centered on modernizing human financial advice.
May 9
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Dan Schulman plans to accelerate moves into advanced machine learning, checkout and merchant services to add speed and efficiency to product development.
May 9
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The New York-based bank struck the deal with lawyers representing about 2,800 female associates and vice-presidents, according to a joint statement from the bank and the plaintiffs' lawyers.
May 9
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Regulators' de facto ban on bank mergers and acquisitions is not just harming individual institutions. It poses systemic risk.
May 9
Patomak Global Partners -
Bryan Hubbard is a senior consultant at Patomak Global Partners. He is a former deputy comptroller for public affairs at the Office of the Comptroller of the Currency.
May 9
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A recent study looked at government-backed virtual currency.
May 9
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Capitalizing on consumer demands for simplicity and flexibility, TD Bank is rolling out an interest-free credit card with a flat monthly fee.
May 9
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The Fed's report on the failure of Silicon Valley Bank describes a "shift" in supervisory culture that began five years ago. Some say the issue is much older than that.
May 8
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The Federal Reserve's survey of senior loan officers is being closely watched since it follows the recent turmoil in the banking industry, which has prompted concerns that a pullback in bank lending could slow economic growth.
May 8
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State legislators plan to allow credit unions to serve more people below the poverty line, including those living in banking deserts, but the state's banks say the credit unions could use the legislation to dodge field-of-membership limits.
May 8
