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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Executives from three of the largest U.S. banks declined to pledge to eliminate overdraft fees when asked if they would do away with them.
September 22 -
Carrie Kelley, who is a Director in the Insurance Consulting and Technology business, joined WTW in 2012 and is based in the Atlanta office. Her primary areas of practice are individual life insurance, COLI/BOLI products and principles-based reserving. She has assisted clients across a range of M&A, reserving, and financial modeling issues.
September 22 -
Credit Suisse Group denied it's considering exiting the U.S. market following a Reuters report that the Swiss bank was weighing such a withdrawal for its investment bank.
September 22 -
The Cleveland bank turned to Oracle when it wanted to modernize its non-real-estate consumer lending.
September 22 -
The Rhode Island bank's agreement to purchase power from Ørsted will support the development of a new wind farm in Kansas. Citizens will receive renewable energy credits.
September 22 -
Wall Street banks are poised to realize roughly $600 million of losses after offloading financing commitments for the buyout of Citrix Systems to investors Tuesday, the culmination of months of work to try and mitigate the damage from underwriting pledges made early in the year before a sharp repricing of risk assets.
September 22 -
Richard McBride is founder and CEO of
Certino , a cloud-based shadow payroll platform. He is a chartered accountant and chartered tax advisor with over 35 years in the industry and expert knowledge in global mobility, international employment tax and reward. Prior to founding Certino in 2017, he set up and led the global mobility function at Baker Hughes, delivering more than $250 million in employment tax cost savings over eight years (2008–2016).September 22 -
Self's credit-building loans and secured card were popular but the company sought a competitive edge. The recent acquisition of RentTrack adds to the data consumers can share with the top three credit bureaus.
September 22 -
Jamie Fiore Higgins, a former executive at Goldman Sachs, describes the toxic work environment she endured during her 18 years at the investment bank in her memoir, "Bully Market."
September 22
Financial Planning -
Since it began using virtual reality to instruct employees one year ago, BofA has expanded its use of the technology for challenges that require split-second decisions.
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