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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Eric Bergevin, president and CEO of Integrated Financial Holdings, was killed in the Jan. 7 accident, the company said.
January 11
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Don Relyea and Todder Moning lead a team that scours the consumer tech show every year for products and inspiration.
January 10
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The company will also be reducing its servicing portfolio.
January 10
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Two months after Genesis suddenly halted withdrawals and forced Tyler and Cameron Winkelvoss to pause redemptions on Earn accounts, it's harder than ever to believe their customers will recoup the $900 million that is still stuck in limbo.
January 10
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Revelations that Silvergate has $4.3 billion in Home Loan bank advances highlight another conduit by which the crypto winter could spread to the broader financial system.
January 10
American Banker -
The San Francisco bank is concentrating its efforts in Denver, Los Angeles and San Francisco.
January 10
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Rep. Katie Porter, D-Calif., a protege of Sen. Elizabeth Warren, D-Mass., would add a sharp progressive voice to financial policy debates in the Senate.
January 10
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Challenger banks and apps such as Zeta, Onward and Nerve are helping people manage complex financial relationships beyond simple joint accounts.
January 10
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Eric Spacek has more than 15 years of insurance risk control experience and joined Church Mutual in January 2020 as Risk Control program manager. He was promoted to his current role in January 2022.
Spacek earned a bachelor's degree in English from Eastern University in St. David's, Pennsylvania, and his juris doctor degree from American University in Washington, D.C.
Spacek earned the Associate in Risk Management (ARM) designation. He has also received the Cambridge Certificate in Risk Management for Churches and Schools.
January 10
