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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Two new academic research papers consider what the Fed is trying to communicate and what it means.
September 23
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Five days after the storm, Puerto Rico's largest bank is operating more than 90% of its branches, even though almost 60% of households are without power. Diesel-powered generators are a key reason why.
September 23
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Onuu uses artificial intelligence to help its customers with budgeting.
September 23
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Federal credit union boards would be able to dismiss a problematic customer in a streamlined process under the National Credit Union Administration's tentative plan.
September 23
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The parent company of Silicon Valley Bank has hired a law firm to assess its "Access to Innovation" effort. That program aims to provide support, including more funding, to startups and venture firms that were started by women and members of certain minority groups.
September 23
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The Tennessee company said the cyberattack took place in late January and early February.
September 23
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Liz Kolar , MBA, CPA, CGMA, is executive vice president for Surgent Accounting & Financial Education. She brings over 35 years of accounting industry and professional education experience to her role at Surgent where she drives and oversees the ongoing expansion of accounting and financial services exam prep and continuing education offerings. Prior to Surgent, Kolar founded and led Pinnacle CPA Review, which was later acquired by Surgent. She began her career in public accounting with Coopers & Lybrand, where she audited financial services clients. She has served as a professor, teaching graduate and undergraduate accounting courses. She earned her MBA in public accounting from Pace University. She is a member of the PICPA and the AICPA.September 23
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RBC's tech banking/VC mashup, T-Mobile enhances money app and more in banking news this week.
September 23
