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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In an effort to save the troubled crypto-friendly bank, one possible option involves lining up crypto-industry investors to help Silvergate shore up its liquidity.
March 8
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David Knutson is the head of U.S. Fixed Income Product Management at Schroders. He joined the firm in 2016 as head of Integrated Research — Americas, managing the investment grade, municipal, emerging market and high yield research teams.
David was a senior research analyst at Legal and General Investment Management from 2007 to 2016, which involved coverage of global financial companies and emerging market issuers.
David is currently the chair of the Credit Roundtable and is active with the Sustainability Accounting Standards Board.
March 8
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The dataset, developed by Federal Reserve researchers, will give historians and students a far easier way to examine banks' performance between 1867 and 1904. The period was one of significant instability, which ultimately prompted the creation of the Fed.
March 7
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Brian Schaefer is Vice President and Wealth Portfolio Manager at Johnson Financial Group. He works with individuals, public entities and non-profit organizations to create customized investment solutions. Brian is a member of JFG's Fixed Income Group and Investment Research team.
March 7
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The agency's blueprint calls for giving lenders added underwriting flexibility, as well as upping the number of for-profit nondepository small-business lending companies, which has been capped at 14 since the early 1980s
March 7
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Democratic Sens. Sherrod Brown, Jack Reed and Raphael Warnock on Tuesday joined Robert Menendez and Catherine Cortez Masto in asking the Biden administration to appoint a Latino to the Federal Reserve Board to improve diversity.
March 7
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The Dallas-based bank offered a more downbeat forecast than it did back in January, as rising rates have continued to put pressure on deposits.
March 7
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The expansion stands in contrast to the recent culling across Wall Street as firms look to streamline headcount to keep expenses in check.
March 7
