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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August is National Make a Will Month, but advisors say it's important to urge clients year-round to secure their wishes by keeping wills and estate plans fresh.
August 14
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The agency quietly returned the digital asset company's national trust bank charter filing without issuing a decision. Zerohash plans to refile this month.
August 14
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The world's largest neobank had a strong quarter as it prepares to launch a bank in the U.S.
August 14
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Citi's pending purchase of the rewards fintech is a pivot in the way the $2.9 trillion-asset bank thinks about its points program and comes at a time when interchange is under fire.
August 14
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Depository institutions filed about 3% of the suspicious activity reports Fincen counted but accounted for 61% of the dollars — roughly $3 billion.
August 14
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Vikram "Vik" Malhotra joins the Bank of New York Mellon's board of directors from McKinsey, Bank of America will acquire up to a 49.9% joint-venture stake in Jio Credit Limited, JPMorganChase terminates its banking relationship with Polymarket over regulatory concerns, and more in this week's banking news roundup.
August 14
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An SEC spokesperson attributed the cancellation to an "unforeseen scheduling issue" and said the meeting would be rescheduled "to a later date."
August 14
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Retail sales fell 0.6% in July despite a World Cup bump and the University of Michigan's consumer sentiment index declined to cap off a pivotal week of economic indicators.
August 14
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Dr. Viroshan Naicker is co-founder and CEO of Refiant. A mathematician by training, he holds a doctorate from the University of Johannesburg and lectured for six years before moving into industry. He co-founded Refiant in 2025 on the conviction that large models are inefficient by design and that better methods already exist in nature.
August 14
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Experts predict that either banks or fintechs will sue the Consumer Financial Protection Bureau, depending on the details of the fee structure in its forthcoming open-banking rule.
August 14
