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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The Senate confirmed Travis Hill as the chairman of the Federal Deposit Insurance Corp. as part of a slate of nominations that were approved late Thursday. Hill has been serving as acting FDIC chair since January.
December 19 -
The Federal Reserve Board voted 6-1 on Friday to seek public comment on a proposed "skinny" master account.
December 19 -
Once artificial intelligence has eliminated all the human-driven volatility from financial markets, will there even be a reason to trade anymore?
December 19
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Loni Winkler is the leader of the tax practice in the Great Lakes region at
UHY and has over 20 years of experience in public accounting. She provides tax and business consulting services to privately held businesses and has extensive experience in individual, corporate and flow-through entity federal and multi-state taxations. She assists business owners, CFOs and controllers in developing and implementing innovative business strategies to minimize risk, maximize profits, preserve wealth, and reduce taxes.December 18 -
Irina Olifer is a senior assurance professional with multiple audit and compliance credentials.
December 18 -
Jim Capparelli, CPA , is a wealth and tax strategist for JCJ Wealth and Tax Advisory LLC, DBA of Arrowroot Family Office, LLC. He helps families, professionals and business owners integrate strategy, reduce complexity and align their wealth with long-term purpose.December 18 -
The Dallas bank turned down another offer because it thought it could get a higher price from Fifth Third, and also could ink an agreement faster, according to Comerica's latest regulatory filing.
December 18 -
The payment fintech is marketing technology that lets merchants sell through AI agents; Google adds a credit card for India's national real-time payment rail. That and more in American Banker's global payments and fintech roundup.
December 18 -
The megabank cleared a regulatory hurdle when the Office of the Comptroller of the Currency freed it from a July 2024 amendment to a consent order. Two other orders, one from the OCC and the other from the Federal Reserve, remain in place.
December 18 -
Moving cannabis from a Schedule I to a Schedule III drug would not legalize cannabis or remove all barriers to cannabis banking, but it would allow operators to write off expenses, increase cannabis customer cash flow and eligibility for favorable loans.
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