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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Bonus season is looking grim on Wall Street, with year-end incentive pools expected to drop sharply across the finance industry amid a pullback in mergers and acquisitions, persistent inflation and the threat of a potential recession.
November 15
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Tools used by financial regulators to gauge the impact of climate change on the financial system are probably underestimating the potential damage because of incomplete data and inadequate scenario analyses, according to Financial Stability Board, a watchdog group.
November 15
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JPMorgan Chase is on the hunt for buyouts to lend to and is hoping to gain market share in leveraged financing after avoiding the dozens of clunkers that have cost competitors billions of dollars.
November 15
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Goldman Sachs Group paid out well over $12 million to a veteran executive who complained internally about a toxic workplace for women in the highest echelons of Wall Street's most prestigious firm.
November 15
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Ninety institutions made American Banker's 10th annual list of the Best Banks to Work For. Here are insights about communication, leadership, culture and more from executives at this year's honorees.
November 15
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Bank of America, JPMorgan Chase and other institutions — including more than two-thirds of honorees that made the Best Banks to Work For — show no let-up in their commitment to add transitioning service personnel. In fact, they're expanding their reach to include military spouses.
November 15
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Highly acquisitive banks that pack on assets without sacrificing employee morale pepper American Banker's annual Best Banks to Work For rankings.
November 15
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The CEO of Seattle-based Washington Federal says Luther Burbank Corp. was an attractive acquisition target because it offers an entree into California and has a commercial lending operation that could follow WaFd's recipe for growth over the past decade.
November 14
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Lee joined the EBN team in 2022, and covers areas including caregiving, employee health and wellness, healthcare innovation, and company culture. She created EBN's popular Benefits in Action and Manager Diaries series, interviewing top leaders from Walmart, AT&T, Aflac, DoorDash, and EY. Her reporting on EBN's podcast, Perk Up!, earned the team a regional silver award from the AZBEE Award of Excellence in 2025. She has also interviewed several winners of EBN's Excellence in Benefits Awards, including top CEOs and CHROs from Hyatt and Hendry Marine Industries.
Her favorite parts of the job are connecting with people who are passionate about providing great benefits and a positive work environment, and writing about strategies and tools that help them do this. Previously, she taught high school and middle school, and worked as a freelance writer in healthcare and advertising. She has a BA in English from George Mason University.
November 14
