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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A preemptive move to establish an SRO could create necessary safeguards while holding off burdensome intrusion from the federal government.
October 14
Allon Advocacy -
Justin Santopietro is a policy and communications analyst at Allon Advocacy, a government affairs firm specializing in financial technology. He can be reached at jsantopietro@allonadvocacy.com.
October 14
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For some bankers, net zero is like a new year's resolution — a pledge one makes and often breaks before a year has passed.
October 14
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The London fintech is trying to build name recognition against established competitors like PayPal and Square.
October 14
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While Citigroup's Wall Street operations wrestle with tough markets, the bank is getting a boost from the little guy: consumers leaning on credit cards during the worst inflation in a generation.
October 14
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The company generated $17.6 billion in third-quarter net interest income. Expenses also came in lower than analysts expected, driving a profit beat.
October 14
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Wells Fargo set aside an additional $2 billion to resolve a variety of legacy regulatory and legal woes as Chief Executive Charlie Scharf continues wrestling with the costly fallout from scandals he was hired to resolve.
October 14
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Loan officers say that the platform discourages them from originating loans.
October 14
