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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Ken Van Leeuwen founded Van Leeuwen & Company in 1997. As the firm's managing director, founder and financial advisor, he is responsible for the overall strategic direction of the firm as well as serving his clients, who include corporate executives, nonprofit organizations and foreign citizens who have made the U.S. their home.
September 28
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The Alabama bank must pay $191 million in connection with charges it levied on customers whose account balances went negative before a transaction was posted. Seven years ago, the CFPB imposed a $7.5 million overdraft-related fine on Regions.
September 28
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In a policy proposal published Tuesday, Fed staffers called for supervisory changes to accommodate banks with commercial real estate loans still reeling from COVID.
September 28
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Janet Yellen, eager to see through crucial projects, has told White House officials she's prepared to remain Treasury secretary well after the midterm elections, according to people familiar with the discussions.
September 28
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The amount of money that investors are parking at a major Federal Reserve facility climbed to yet another all-time high as funds sought out places to stash short-term cash.
September 28
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After a yearlong investigation by the Securities and Exchange Commission, large investment banks including BofA, Citi and Deutsche admitted they failed to monitor their employees on certain messaging channels such as WhatsApp.
September 28
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Mike Swalley, the longtime president and CEO of the North Chesterfield, Virginia, credit union, will retire next year. An internal search committee has partnered with D. Hilton Associates to find a successor.
September 28
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A House proposal to restrict stock ownership and trading by members of Congress, the president and vice president, Supreme Court justices and other high-ranking government officials is mired in Democratic infighting, threatening supporters' hopes for a pre-election victory.
September 28
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The London bank is working with Nova Credit to accept immigrants' credit histories from their home countries. It also invested $10 million in the company.
September 28
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Victims of Bernard Madoff's massive Ponzi scheme will soon get another $372 million in payouts, bringing the total amount distributed from a government fund to more than $4 billion since the collapse of the fraudster's company in 2008.
September 28
