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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Questions about whether reserve banks are federal agencies and what role the Board of Governors plays in master account decisions should be answered in court, a federal judge ruled.
November 14
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After a Texas bank settled allegations by the Department of Justice, experts were split about the extent of the exposure for banks and fintechs that took part in the pandemic-era program.
November 14
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Martin Gruenberg has been acting chairman of the Federal Deposit Insurance Corp. since February and is the longest-serving member of the FDIC board.
November 14
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Grace Ata, AVP of product development at
Equisoft has 17+ years of experience in fintech and insurtech, Grace has led the development of several game-changing digital transformation initiatives within the automotive lending sector and Insurance and Wealth Management industries in North America. As AVP, Product Development, Grace brings a deep knowledge of the insurance distribution space and extensive network of industry subject matter experts to lead the strategy and development team working on our core Digital Insurance Agency Platform, Equisoft/centralize.- Deep knowledge of insurance distribution and its challenges
- Focused on performance and results for on-time, on-budget digital transformation initiatives
- Completed 60+ projects that drive operational efficiencies for financial institutions and MGAs
- Subject matter expert on data utilization including CITS/ACORD data feeds
An active member of CLIEDIS, CAILBA, NAILBA, and FundServ, Grace's exceptional talent rests on her ability to analyze & leverage industry trends to build exceptional high-value products. Passionate about operational excellence, she has successfully helped clients optimize their use of technology to accelerate efficiency, growth and digital transformation. A Bachelor of Science graduate of the University of Waterloo, Grace applies a thorough approach to product development.
November 14
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Synthetic-ID scammers can use the same techniques they honed for stealing from banks to target consumers facing economic hardships.
November 14
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In hindsight, Sam Bankman-Fried's April interview with Bloomberg's "Odd Lots" podcast was a harbinger of his epic collapse last week. He described a "box" that has value only because other people put money in it, and, when confronted with the idea that he described a Ponzi scheme, admitted there was a "depressing amount of validity" to that.
November 14
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The National Credit Union Administration in January proposed a rule that would require credit unions to have succession plans in place. Despite the necessity for arrangements, many CEOs want autonomy in the process and would rather avoid a formal rule.
November 14
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Onward, an app that recently raised a Series A from investors that include Citi Ventures, helps separated and divorced parents transparently share expenses and pay each other back in one spot.
November 14
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JPMorgan Chase is expanding beyond acquiring in the Canadian small-business market, where it will have to rely on new technologies to be competitive.
November 14
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U.S. Treasury Secretary Janet Yellen said the implosion of Sam Bankman-Fried's FTX crypto empire reinforced her view that the market for digital assets required "very careful regulation."
November 14
