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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Christopher Oddleifson plans to step down from the Massachusetts bank in February. The company named Jeffrey Tengel, most recently an executive at M&T Bank, as successor.
January 9 -
By adding the Atlanta-based Paya, the Canadian payment technology firm can expand its client base in business-to-business transactions, government agencies, utilities and health care.
January 9 -
Big banks are aiming to bring their existing technologists up to speed with cloud certification and other modern architecture training.
January 9 -
Esther George, the president of the Federal Reserve Bank of Kansas City, is retiring later this month. What's taking the bank so long to find a successor?
January 9 -
The Most Powerful Women in Credit Unions: Next program recognizes high-achieving women, 40 years of age and younger, in the pipeline to the C-suite.
January 9 -
Smaller credit unions' focus on interest rates and service may not be enough to overcome a lack of tech resources. All categories below $1 billion of assets lost members in the third quarter compared to a year earlier, despite a 4.4% rise in membership industrywide.
January 9 -
Credit Suisse Group is close to an agreement to buy Michael Klein's advisory boutique after several rounds of tense negotiations, according to people briefed on the talks.
January 9 -
Goldman Sachs is embarking on one of its biggest rounds of job cuts ever as it locks in on a plan to eliminate about 3,200 positions this week, with the bank's leadership going deeper than rivals to shed jobs.
January 9 -
U.S. regulators show far too much deference to an international body with no actual legal authority.
January 9
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A new Risk Management Association survey found that 84% of small lenders cite credit quality as a leading worry for 2023 because of the likelihood of a recession.
January 8











