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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America's largest bank says it wants to make it easier for small businesses in communities of color to get loans. Under its program, applicants who previously may not have been approved are more likely to get an OK, and borrowers who received higher rates could qualify for a cheaper loan.
November 18
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A divided Washington needs to come together on an issue of importance to all Americans: improving access to cutting-edge consumer financial services products.
November 18
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Sometimes the right worker has the wrong skills. The card network's lab in Chicago is hiring people with general technology expertise, then training them for specific tasks.
November 18
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Josh Merrill is the cofounder and CEO of Confirm. He was previously Chief Product Officer and second employee at Carta, an equity management platform. He has been building web products since graduating from Carnegie Mellon in 2005.
November 18
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Derek Hebert, formerly of University Credit Union in Maine, succeeds Dan Byron, who retired in March.
November 18
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A former Citigroup trader claims the bank purposely mischaracterized his comments in online chat groups to try to make him its scapegoat in a U.S. criminal probe of foreign-exchange price fixing.
November 18
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Don Kimble served for nine years as the Cleveland bank's CFO. Chief Strategy Officer Clark H.I. Khayat is set to replace him.
November 17
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Even though there has been some progress over the last eight years, men continue to hold many more board seats and jobs on executive teams than women, according to a recent report from DBRS Morningstar.
November 17
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Longtime Visa president Ryan McInerney will become CEO in February 2023 when Al Kelly steps down from the post he's held since 2016. Kelly will become executive chairman of the board following the transition.
November 17
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Graham Gordon joined Sapiens in 2021 as Product & Strategy Director for P&C from LexisNexis Risk where he led several new vehicle data and connected car products. Prior to this Graham was part of the Senior Leadership team as Director of Marketing at telematics specialist, Masternaut (Michelin) where he led several key data and analytics initiatives, including forming much of the early analysis and commercial understanding of the value of driver-behavior in the commercial fleet and consumer car sector. Graham holds a bachelor's degree from Lancaster University, post-graduate qualifications from the Chartered Institute of Marketing and more recently completed his master's degree from the University of Cambridge, graduating from the Judge Business School's Executive MBA Program.
November 17
