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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Ifty Kerzner is President and Co-Founder of
Kissterra , the world's first insurance marketing operating system. A skilled tech entrepreneur in the financial service and data management sectors, Ifty's passion for business, innovation, and people led him to found several companies. Prior to his career in tech and business, Ifty was part of the Israeli entertainment industry, as both a popular singer/songwriter and host of a TV show. He holds an LLB with distinction, an M.A. in Political Science, and is also a graduate of the Lyndon B. Johnson School of Public Affairs' Leadership Program.September 28
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Republicans from the Senate Banking and House Financial Services committee argue the crypto bank should have been granted access to the Fed's payment systems, warn of 'dangerous precedent' on state banking regulation.
September 28
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Leaders who set clear expectations do not create hostile settings. If anything, good people are motivated knowing what they do is noticed and matters.
September 28
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JPMorgan Chase's U.K. digital lender has attracted 1 million customers in its first year of operation, making it one of the U.K.'s most popular neobanks.
September 28
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The payment firm, which experienced a large but fleeting demand from at-home workers during the pandemic, is moving ahead with products designed for the needs of a transforming economy.
September 28
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Investors are looking past the current boom in loan activity, fearing that inflation and other factors will cool demand and make it harder for borrowers to make payments.
September 28
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These 10 large banks posted superior returns between 2019 and 2021.
September 27
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Western Alliance, in its first appearance on the list of leading banks with more than $50 billion of assets, landed at No. 1. The Phoenix company and the other top performers in this class have either created niche businesses, made acquisitions or done both.
September 27
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Visa has long been Chase's dominant credit card-issuing partner, but Mastercard is making noteworthy inroads, underscored by Chase's new Mastercard-branded DoorDash credit card.
September 27
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The San Francisco bank announced the hiring of a nine-member team led by Merrill Lynch veterans Harold Reinstein and Michael Nelson. First Republic reported 26.4% growth in wealth management revenue during the second quarter.
September 27
