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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Katie S. Cox spent 32 years at the Federal Reserve System before retiring in 2020 as a manager of the mergers and acquisitions section at the Board of Governors in Washington. She is a bank regulatory consultant and is an advisor to Custodia Bank, Cheyenne, Wyoming.
December 7
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Barclays' chief operating officer is stepping down, setting off an overhaul of its top rankks.
December 7
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In global news this week, the EU cracks down on buy now/pay later; France conducts digital currency test, Tencent launches cross-border payments, and other news.
December 7
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Investment bankers working on mergers and acquisitions need to review their due diligence processes to ensure deals aren't upended by an evolving set of ESG risks, according to Berkeley Research Group.
December 7
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An end-of-year push to attach a marijuana banking bill to a must-pass defense measure is facing stiff resistance from Senate Republicans and complicating the delicate lame-duck endgame for Democratic leaders soon to lose control of the House.
December 7
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The transfer service is reportedly building a standardized system to reimburse victims. It could take a lot of complex work to execute the plan.
December 7
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After several years when the scandal-plagued bank was focused on cost cutting, CEO Charlie Scharf indicated Tuesday that the company has opportunities to expand revenue across every line of business.
December 6
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Though the Phoenix-based Carvana has seen its share price plummet and sales weaken amid macroeconomic headwinds, Ally CEO Jeffrey Brown predicted the used-car retailer will "get through this" and remain an important source of business.
December 6
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Andy Watts is the vice president of Investment Solutions for Avantax Wealth Management. He and his team focus on curating solutions that Avantax Financial professionals can use to help clients pursue their goals.
December 6
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CEO Bill Rogers affirmed the North Carolina bank's commitment to an expansion of Truist Insurance Holdings. But he declined to comment on a recent report that the company was exploring the potential sale of up to 30% of the business.
December 6
