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 Purcell is CFO at
Billtrust . Previously, he was CFO at Talend, a global software technology firm. Prior to Talend, he was payments CFO at Paysafe. He was named CFO of the Year by the San Fernando Valley Business Journal and was a nominee for Ernst & Young's Entrepreneur of the Year Award.April 21
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The Financial Stability Oversight Council issued a pair of proposals that would enhance transparency into how the council designated nonbank firms and activities as systemically risky and simplify its process for designations.
April 21
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The banking unit of billionaire Hiroshi Mikitani's Rakuten Group raised about 83.3 billion yen ($623 million) selling the shares.
April 21
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Pagaya is exploring an acquisition of Sunlight, which helps homeowners finance rooftop solar panels, people with knowledge of the matter said.
April 21
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The proposal to streamline the Small Business Administration's signature program and expand the number of available lending licenses would benefit underserved communities.
April 21
Funding Circle U.S. -
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The volume of bank acquisitions — either by credit unions or community banks — has dropped considerably so far in 2023. Experts, including prospective buyers, cite a combination of ongoing regulatory and economic pressures.
April 20
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The regional firm, whose parent is the 10th largest bank in the world by market capitalization, is eager to pitch top advisors seeking stability. At the same time, it's ramping up a major branding campaign with Major League Soccer and Apple to woo next-generation clients.
April 20
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The regional bank started making moves to protect deposits last year, which prevented steeper declines during a volatile first quarter, CEO Tim Spence says.
April 20
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The Dallas-based bank expects some of the recent deposit outflows to return in the future.
April 20
