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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Morningstar finds that active investment managers beat low-cost passive index trackers only 27% of the time over a 12-month stretch.
August 17
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Account titling and beneficiary designations could contradict what clients write in their wills, undermining estate planning. Advisors can help keep these current.
August 17
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In the latest example of lenders rolling back their hybrid work policies, the nation's second-largest bank will soon require its employees to choose nonconsecutive days to work from home.
August 17
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HomeTrust Bancshares, which has been eyeing Virginia as part of its growth strategy, plans to acquire the formerly troubled Blue Ridge Bancshares in an all-stock transaction.
August 17
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There are two monster debtors out there — the AI industry and the U.S. government. Is the credit market big enough for the both of them?
August 17
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The New York State Department of Financial Services warned banks about a security vulnerability in IT software. Now it's acknowledged some companies it oversees were affected by it.
August 17
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The company's Square unit has upgraded its seller-focused credit card, adding incentives and linking to digital transfers rails. This comes as Stripe may acquire PayPal and AI developer OpenRouter.
August 17
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Democratic Sens. Ruben Gallego, Ariz., and Angela Alsobrooks, Md., signed on to the bill, signaling a hardening of their position on an ethics provision in the CLARITY market structure bill.
August 17
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Tatum Fish is a strategic value architect at Cytora specializing in helping insurance organizations translate technology investments into measurable business outcomes. With experience spanning automation, AI, API enablement, and digital transformation, she works closely with carriers to align technology capabilities with operational priorities and long-term growth strategies. Tatum is passionate about bridging the gap between business and technology, helping organizations modernize processes, improve connectivity, and accelerate the adoption of emerging technologies across the insurance value chain.
August 17
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Western Union's acquisition of International Money Express hit another roadblock on Friday when California's key regulator said it was suspending its previous approval of the deal. That suspension came the same day that New York's top supervisor and last regulatory holdout of the deal approved the purchase.
August 17
