In|Vest 2018 Direct

Rebecca Liebman is co-founder & CEO of LearnLux, the leading workplace financial well-being provider.

While the term "financial supermarket" may have gone out of fashion, firms still see opportunity to boost profits and keep clients loyal by blurring the lines between banking and wealth management.

Proxy advisory firm Institutional Shareholder Services recommended approval of Fifth Third's $10.9 billion proposed acquisition of Comerica.

Bryan Brizzi is a seasoned technology executive and transformation leader with over two decades of experience driving digital innovation in the insurance industry. As Chief Digital Officer at Crum & Forster, he leads the modernization of the Surplus & Specialty IT organization, delivering scalable, technology-driven solutions that enhance underwriting efficiency, reduce technical debt, and optimize business processes.

The Consumer Financial Protection Bureau in an advisory opinion said that "covered" earned wage access products should not be considered an extension of credit under the Truth in Lending Act. It also said that expedited delivery fees and tips should not be considered finance charges.

The cryptocurrency company has entered partnerships with big banks and payment giant Klarna in recent days. Coinbase exec Brett Tejpaul says the GENIUS Act is creating an opportunity to sell a broad range of digital asset technology.

Terron T. Brown used stolen mail and social media recruits to defraud banks such as PNC and Bank of America of millions, highlighting a rising industry threat.

Some consumers have been waiting a year and a half to get their money back.

Ida Liu, who resigned from Citi earlier this year, will join HSBC on Jan. 5 as the CEO of the private bank. Liu will be tasked with accelerating the growth of the private bank "at a defining moment for wealth," she said in a LinkedIn post.