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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Under the new policy, firms that come forward with misconduct before it becomes known to the public or prosecutors and then fully cooperate will receive "significant benefits" in any resulting deal, federal prosecutors in New York say.
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The company says that regulators are investigating its retention of employee communications over unapproved messaging apps. It's latest bank to get caught up in an industrywide sweep that's already yielded over $2 billion in fines.
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The arrangement is designed to benefit commercial clients of both banks that operate on multiple continents. The companies reached the arrangement as part of the recent sale of Bank of the West.
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House majority whip Rep. Tom Emmer, R-Minn., introduced a similar bill last year before joining House leadership in this Congress.
February 22 -
Derrick Bailey, the Ohio credit union's president, will become chief executive as expected. He will succeed Leslie Bumgarner, who announced her plans to retire last year, on July 1.
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Visa's strategy of devaluing data applies not just to its payment workflows but across the business. Visa Chief Risk Officer Paul Fabara shares more about this approach and four other cyber risk principles he follows.
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The move comes after rivals Bank of America and Goldman Sachs Group cut CEO pay, while JPMorgan Chase and Wells Fargo left theirs unchanged.
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Customers will enter or modify their financial goals in Life Sync, which will immediately alert their financial advisor.
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Cindy Blendu is chief transformation officer and chief HR officer at
Clearwater Analytics .February 22 -
The terminal maker's collaboration with Splitit, Klarna and biometrics firm Fujitsu Frontech are an attempt to go beyond the limitations of traditional payments hardware.
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