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
-
The company said a national search ended in its backyard with the hiring of Wisconsin veteran banker Tim Schneider, the former CEO and co-founder of Investors Community Bank.
September 30
-
Hello Alice's small-business self-help platform amassed 1 million users by offering grants, recommendations and skills-building courses. With a pair of new credit cards, the startup aims to reward users for expanding their knowledge.
September 29
-
The report, which examined trends between 2010 and 2021, found that the country's biggest banks only opened 638 branches in low-to-moderate-income communities made up primarily of people of color. That accounts for just 15% of their total branch openings.
September 29
-
The Federal Housing Finance Agency got an earful from housing experts at a listening session intended to aid a comprehensive review of the financing system.
September 29
-
Elisabeth A. Wilson is operational risk manager at Atlantic Union Bank.
September 29
-
Munya Muvezwa is partner, Carolinas, at McKinsey & Co. and a leader in the Financial Services Practice, focusing on commercial banking and regional banking in North America.
September 29
-
Tawanda Sibanda is partner, Bay Area, at McKinsey & Co. and a leader of Leap by McKinsey, the firm's business-building capability.
September 29
-
Shelley Stewart is senior partner at McKinsey & Co. and a leader within McKinsey's Private Equity & Principal Investors Practice.
September 29
-
FS-ISAC will test banks' cybersecurity defenses in "hyper-realistic" simulations of malware, phishing and ransomware attacks.
September 29
-
