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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Gregory S. Dowell, CPA, MBA, is the managing partner of Dowell Group CPAs & Advisors, in Palatine, Illinois.
March 25
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Leslie Winner Bolton is the director of channel partnerships at
Paychex where she has spent the majority of her over 11-year career forming relationships with national brands as well as working closely with regional businesses. This has included working with partners in the franchise industry, trade associations, integration and technology sector, banking institutions and accounting firms. Before joining the Paychex leadership team, she was an entrepreneur and owned several small businesses in the Orlando area where she still resides.March 24
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Patrick M. Brenner is the founder and president of the
Southwest Public Policy Institute , a research institute dedicated to improving the quality of life in the American Southwest by formulating, promoting and defending sound public policy solutions. Our mission is simple: better living through better policy.March 24
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The Federal Reserve also cited lack of deposit insurance and a reliance on the "speculation"-driven crypto market in its decision to deny Custodia's bid to become a state-chartered member bank.
March 24
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Companies like U.S. Bancorp have found ways to apply the information they use to serve thin-file applicants to small-business owners and other borrowers.
March 24
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The use of the Federal Reserve's emergency lending facilities was largely unchanged this week, indicating to some that the recent liquidity crisis isn't getting any worse.
March 24
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Adapted Accessibility is a browser plug-in that will help employees, and eventually customers, more effectively browse the web by setting on-screen preferences.
March 24
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Investors have bought a one-branch bank in Elmore City, Oklahoma (the town that inspired "Footloose"), renamed it Old Glory Bank and plan an all-digital brand that emphasizes patriotism. Experts question whether Old Glory is offering a solution to a nonexistent problem.
March 24
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A long-dormant executive compensation rule required by Dodd-Frank is a more promising means of achieving President Biden's call for consequences for the executives of failed banks than legislation, experts say.
March 24
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The Fed slightly raised interest rates, Amazon brings 'palm payments' to Panera Bread, the SEC cracks down on Lindsay Lohan, and more.
March 24
