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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Centralized development programs for new companies provide access to potential clients and investors.
December 19
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Greg Puig is the head of Group Insurance forSentinel Benefits & Financial Group . With offices in Massachusetts, New York and Michigan, the company serves more than 3,500 clients across the U.S.December 19
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Banks, fintechs and advisors are cautiously pushing investments next year to keep up with industry expectations.
December 19
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The framework has little immediate impact in the U.S., where banks are broadly prohibited from crypto-related activities, but it establishes a baseline for future regulatory efforts.
December 18
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Many believe the Federal Reserve will slow down rate increases beginning in December.. Steve Friedman, senior macroeconomist at MacKay Shields, will join us the day after the meeting to discuss what was done and what he expects in the future.
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A group of shareholders in the Dubuque, -Iowa-based bank, including a former chairman and CEO, have agreed to quit advocating for a sale of the $19.7 billion-asset company
December 16
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Blair will succeed longtime executive Kessel Stelling as chairperson of the bank's board of directors after joining Synovus in 2016 and moving into the CEO position last April.
December 16
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The National Defense Authorization Act passed by the Senate did not include a pot banking provision, but did include provisions on Fed master accounts and allowing banks to hire ex-cons.
December 16
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The former chief innovation officer at Quontic Bank and American Banker's 2020 Digital Banker of the Year is offering seminars, a bank-fintech matchmaking platform and a fintech investment fund.
December 16
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Goldman mulls deeper cuts, FDIC names fund leaders and more in banking news this week.
December 16
