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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SoFi Technologies was supposed to divest its digital-asset trading arm when it acquired Golden Pacific Bancorp, but Senate Democrats say the bank has instead expanded it.
November 21
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Deutsche Bank is weighing cuts to its leveraged finance unit as part of a review by CEO Christian Sewing into underperforming businesses as his three-year restructuring concludes.
November 21
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Jared Winkers graduated from the University of Northern Iowa in 2021 at the age of 19 and later that year became the youngest person ever to pass the CFP exam. He has had a passion for finance and planning since high school, when he first started investing and doing his own taxes. All aspects of financial planning are incredibly interesting to him, but his focus is on helping middle-market business owners manage their personal and estate taxes, retain key employees, and transition into retirement.
November 21 -
The bank said Monday that its interim president and CFO had resigned. This followed the departure of its previous president earlier in November.
November 21
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Ashley Tozo leads the flood practice at Insurance Office of America. Ashley has spent her professional career underwriting, producing, marketing, and servicing flood. Her depth of knowledge and breadth in handling this product has positioned her exceptionally well to assist IOA with confidently navigating the often-obscure nuances and complexities of FEMA and private flood insurance.
November 21
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The $683 million-asset credit union opened a loan production office in Enfield dedicated exclusively to mortgage and business lending.
November 21
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If a $6.3 billion subsidy only generates a $304 million return in terms of housing and community development support, is that money well spent?
November 21
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A partnership with Singapore authorities and a project with a network of banks aim to demonstrate the viability and interoperability of central bank digital currencies.
November 21
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Walmart health care executive Cheryl Pegus will join JPMorgan Chase's Morgan Health venture as a managing director, with aims to improve employer-sponsored health care.
November 21
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Moves by cryptocurrency exchanges to reassure markets about their stability are having little effect on jittery users, who keep pulling funds from the venues.
November 21
