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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Tim Hardcastle, CEO and co-founder of Instanda is a highly experienced Board level CIO/COO in FTSE 100 and 250 businesses. His experience managing and leading technology-enabled business change and his determination to consistently exceed outcome expectations led him to lead the development of the entirely new business and service model that is INSTANDA.
February 21
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The National Credit Union Administration proposed a rule that would, among other changes, allow remote workers to join credit unions in their employer's market.
February 21
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Joseph M. DiBella is executive partner and national employee benefits practice leader at Conner Strong & Buckelew.
February 21
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The Consumer Financial Protection Bureau has asked the high court to overrule a lower-court decision that threatens its funding structure. The justices didn't accept the case on Tuesday, but experts say it could still make the cut in the coming week.
February 21
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A new credit union service organization uses Prizeout's technology to incentivize members to buy gift cards from local stores.
February 21
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If the industry's largest players reported more payment information to the credit bureaus, many consumers would qualify for better offers from competitors, the Consumer Financial Protection Bureau said. It's the latest example of the bureau's increased scrutiny of credit card companies.
February 21
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Sergei N. Freiman is a marketing advisor at awezzom. He works to encourage, support and facilitate competence among experts of professional services firms. He has worked in Europe and the United States, co-founded and managed five companies, and has 20 years of business development experience. Today he lives in New York City with his wife and a teenage son.February 20
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Even the newest technological innovation cannot beat personal interactions when it comes to forging a deep and meaningful association with clients, which typically lasts for years.
February 20
Acuity Knowledge Partners -
To combat cybercriminals, banks and credit unions turn to white-hat hackers to uncover system vulnerabilities. But what motivates these computer whizzes can be surprising.
February 20
