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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Nicole Donecker is a senior manager in
Marcum LLP 's valuation, forensic & litigation services group, located in the Philadelphia office. She provides investigative accounting and litigation support services to attorneys, insurance companies, financial institutions and governmental units, with a practice concentration in forensic accounting. Reach her atNicole.donecker@marcumllp.com .February 8
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Primis Financial in McLean believes its multimillion-dollar investment in a subsidiary that makes online loans to doctors, dentists and veterinarians will begin paying off this year, after build-out costs weighed on the bottom line in 2021 and 2022.
February 8
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Fierce, which Rob Cornish launched Wednesday, offers a high-yield cash account and the ability to buy securities, including fractional shares.
February 8
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Jen Leary is chief executive officer of
CLA (CliftonLarsonAllen LLP). She leads CLA's firmwide strategic efforts to fulfill the CLA Promise and its purpose — to create opportunities for its clients, people and communities. In addition to supporting various advisory councils within the firm, she is a member of the CLA Board of Directors, the CLA Wealth Advisory Board of Directors, the newly formed CLA Global Board of Directors and leads the firm's senior leadership team. She has been serving clients for over 20 years in the United States and Europe. Her background includes assurance, consulting, mergers and acquisitions and global advisory services. She has previously served the firm in various roles such as chief strategy officer, client service leader and managing partner of the various geographies before taking on the role of CEO in January 2021.February 8
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Bank of England releases digital pound details, CBA adds anti-scam tech, and more. Here's what's happening around the world.
February 8
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Ilan joined Sapiens in February 2022 and brings a wealth of leadership experience at the forefront of technology and innovation, with such companies as NAYAX, Amdocs and Bank Leumi. Ilan is responsible for developing a coherent view across Sapiens' product offering, leading the company's journey to cloud, reinforcing Sapiens' technology roadmap and digital offering. Ilan also leads all aspects of IT, cyber and information systems, to accelerate the company's business growth.
February 8
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The loyalty tech provider aims to bypass credit card networks with an account-to-account payment option leveraging faster payment rails. Observers say it faces long odds for mass adoption.
February 8
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JPMorgan Chase pushed back on allegations that its former executive Jes Staley "personally observed" Jeffrey Epstein's abuse, calling them "unsupported" and "conclusory."
February 8
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Kate Krupey is vice president of accounting at Netgain Technology LLC, which provides secure cloud-based infrastructure to optimize and support CPA business applications. A former CPA firm CIO, Kate has over 20 years of experience in both optimizing and transforming IT for accounting firms, professional services firms, startups, and public sector companies.
February 8
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Visa is opening a new office in Atlanta as the payments giant proceeds with plans to triple its workforce in the city even as rivals cut back on their staffing.
February 8
