In|Vest 2018 Direct

The bank's web- and mobile-based chatbot was built using software from Amazon.

The bank, which is seeking regulatory approval of its proposed First Horizon purchase, said that a quarter of the branches will be in majority-minority or low-to-moderate income neighborhoods. Progressive groups have argued that the $13.4 billion acquisition would harm low-income communities.

Despite the market fluctuations, digital assets such as stablecoins are gaining ground as a point of sale option — but there's still a lot of work to be done before the average consumer is using crypto for everyday transactions.

Credit union members are twice as likely to own cryptocurrencies as nonmembers, and 25% of credit unions plan to launch crypto services, studies show. Here's a look at why that is, and the opportunities this trend presents.

The use cases for non-fungible tokens for consumer loyalty, gaming and other business purposes are expanding, while banks and payment companies step up their NFT experiments.

Bank of Montreal's capital-markets division is cutting a number of jobs across its businesses and locations in response to weakening market conditions, according to people familiar with the matter.

"The SEC may not want to answer to Congress on its climate disclosure rule, but ultimately, the SEC will have to answer to the courts — which should make it nervous," the Senate Banking Committee's Pat Toomey warned the agency's chairman, Gary Gensler.

Joel Jarvis specializes in Property and Casualty Insurance including Professional Liability, Errors and Omissions Insurance, and Directors and Officers coverage for Boards of Directors and Executives.  He has extensive experience developing programs for attorneys and for clients in the transportation, hospitality, nonprofit and construction industries.  He has more than 20 years of experience in the insurance industry in addition to seven years as an internal accountant, and has an extensive resume of service on boards/committees of nonprofit organizations and legal organizations.

With 25 years as a Certified Insurance Counselor (CIC) and a background as a Certified Public Accountant, Ray Armstrong has the experience and technical knowledge to assess customers' business environment and explain the resources available to resolve the complex challenges they face in your day-to-day operations.

Mark Elzweig is a New York-based executive recruiter who specializes in placing financial advisors at wirehouses, regional and independent brokers and registered investment advisory firms.