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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A new law in New York nearly doubles the required shelf life of gift cards to nine years, as more states move to wipe out expiration dates contributing to $21 billion in unused U.S. gift card balances.
December 28
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The end of "fintech tourism" is among the anticipated trends for the coming year.
December 28
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In global news this week, Payments Canada asks to expand its membership, JCB extends acquiring and processing into Thailand, Brazil adopts a new bitcoin law, and more.
December 28
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Phishing and ransomware attacks were among the deadliest for financial institutions in the past year.
December 27
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The pandemic-era's surge of short-term, interest-free online loans from buy now/pay later fintechs ignited wide-ranging competition from newcomers and legacy providers alike.
December 27
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Horizon Technology Finance's Daniel Trolio discusses market strengths, growth challenges, and why Horizon sticks to tried and true capital partners.
December 27
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The Amesbury-based bank reported solid growth and profitability throughout Dave Mansfield's 9-year tenure. The decision followed news of losses tied to the bank's move into digital-asset lending, though the bank has yet to file a 10-Q for the third quarter.
December 27
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Two long-awaited developments — the Consumer Financial Protection Bureau's data access proposal and the Federal Reserve's faster payments network debut — are slated for next year. The combined effect on consumer banking might be more consequential than we now know.
December 27
American Banker -
Mike is co-founder and COO of Koffie Financial, a modern-day insurer focusing on trucking and transportation. Prior to co-founding Koffie, Mike worked for seven years in leadership roles at The Dorfman Organization, a 4th generation boutique insurance brokerage specializing in transportation. He is excited to use granular, real-time data, machine learning, and IOT to digitize and solve antiquated and historically unprofitable commercial P&C lines.
December 27
