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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A California man's complaint alleges that Morgan Stanley's website enabled tracking tech from Google and Microsoft to collect web visitors' browsing data for targeted online ads.
April 24 -
The Federal Deposit Insurance Corp., Federal Reserve and Office of the Comptroller of the Currency Thursday finalized a rule lowering the community bank leverage ratio from 9% to 8% as well as extending compliance deadlines.
April 24 -
U.S. Attorney for the District of Columbia Jeanine Pirro said in a social media post Friday morning that the Justice Department is closing its investigation into Federal Reserve Chair Jerome Powell, clearing a path for Kevin Warsh to be confirmed as Powell's replacement.
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Margaret Williams is Director of Product Management for Insurance and Utilities at
EarthDaily . She leads the development of data-driven solutions that support underwriting, risk assessment, and decision-making, with a focus on applying geospatial analytics to real-world insurance and infrastructure challenges.April 24 -
A bank's regulatory posture is no longer fully within its own control. When a critical vendor becomes subject to new supervisory expectations, the bank's risk profile changes regardless of anything the bank itself has done.
April 24
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Only 16% of 206 banking pros rated their institution "high" or "very high" — and most of those ratings rest on no formal measurement.
April 24 -
Some financial companies are noticing the effects of the war on consumers; they're not concerned yet, but they are paying attention.
April 24
American Banker -
A proposed update to Basel III capital rules from federal banking regulators does not specifically include mortgage insurance as a factor in determining the risk weight for a mortgage loan held on a bank's balance sheet. Industry experts say it should.
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The Dallas bank continues to advance a multiyear transformation strategy. On Thursday it laid out plans to expand its newly revamped private banking and family office business.
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