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
- Software development
Matthew Pincoski, director of engagement systems at Ent Credit Union in Colorado Springs, describes some of the ways he and his team have been using low-code and no-code software to do things like create next-best-offer messages for customers.
February 13
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The American Bankers Association, Credit Union National Association and other industry advocates say the current July 1 deadline threatens the safety and soundness of banking sector.
February 13
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As Trafigura Group's metal traders were partying in London at last year's LME Week jamboree, Citigroup was taking a step that would end up shaking their world.
February 13
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For Members Only Federal Credit Union in Chicago, which was founded by the African American sorority Alpha Kappa Alpha, is focused on helping members build generational wealth.
February 13
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The payments company said the Consumer Financial Protection Bureau has closed a probe it began in 2020 after a consumer advocacy group accused PayPal of offering students at for-profit universities high-cost financing for unaccredited courses.
February 13
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The program expected to fund 1,500 businesses but since its debut, New York City's Department of Small Business Services received over 10,000 applications.
February 13
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For more than 20 years, Stephanie has brought her passion for employee wellness to industries of all sizes. Her attention to aligning mental and physical health brought forth a much-needed alignment of wellness and Employee Assistance Program (EAP) services for the clients she has served. She combines fourteen years of EAP experience with a background in Human Resources, coaching and wellness program operations.
Stephanie is a Duquesne University graduate with a Bachelor of Science in Organization Behavior and Leadership, she holds a certificate in Human Resources Management from Robert Morris University and holds a number of wellness certifications, including a Holistic Fitness Specialist and Lifestyle Wellness Coaching certification from NETA and Certified Corporate Wellness Coach (CCWC) from The Spencer Institute. Stephanie has conducted hundreds of speaking engagements and presently serves as the Director of Wellness for AllOne Health.
February 13
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Two proposals by Democratic state senators would force companies doing business in the Golden State to report greenhouse gas emissions and disclose climate-related financial risks. The banking trade group opposed similar efforts two years ago.
February 13
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Michele Harbaugh has been a human resource professional for more than 20 years and currently manages health and benefits for Yoga Joint, which operates eight yoga studios across South Florida. Michele's professional dream is for employees to see human resources as a tool for them, not the dreaded "principal's office". She does this through actively engaging the team, having open and honest conversations, and interpreting policies into everyday language. She is on a mission to put the human back in human resources, help employees thrive at their workplace, and contribute to the company's overall growth.
February 13
- AB - Technology
More regulated institutions serving crypto-related businesses would lead to more safety and soundness overall, many experts argue.
February 13
