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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Allegiance Bancshares and CBTX received the final blessing they needed from the Fed to complete their proposed deal 10 months after it was announced. But regulators say the new company must take steps to attract more African American mortgage borrowers.
September 14
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Sid Saxena is the co-founder and CEO of
Docyt , an AI-driven accounting software focused on helping small-business owners significantly reduce operating costs and eliminate issues associated with manual and high-risk back office tasks. Docyt software's AI-powered data extraction, auto categorization and auto reconciliation makes enterprise-level accounting automation solutions affordable and accessible to small and mid-sized businesses.September 14
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Shagun Malhotra is the founder and CEO of Skystem. A CPA, CIA and an experienced auditor and process consultant, she started her career in public accounting and has worked in Fortune 100 companies such as Marriott and Freddie Mac. Her work focused primarily on internal controls and risk mitigation in both the international and domestic arenas. She has been a speaker for Fast Trac, a Kauffman Foundation program.
September 14
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The National Credit Union Administration rolled out the Simplified CECL tool on Wednesday as accounting standards are set to take effect in early 2023.
September 14
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SWIFT, the messaging system used by financial institutions globally to convey instructions on tens of millions of transactions each day, is testing out blockchain.
September 14
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The Consumer Financial Protection Bureau director is looking at "small ways" to hold peer-to-peer payment providers responsible for investigating allegations of fraud under the Electronic Fund Transfer Act.
September 14
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The document automation company Ocrolus recently launched a new version of its fraud detection platform. Here's how it works and what other services lenders should consider.
September 14
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U.S. credit unions gained their largest total chunk of the vehicle lending market in the past five years, at more than 25% in the second quarter, by underpricing their rivals. Banks are still ahead, but just barely.
September 14
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The Pennsylvania banking company could use the proceeds from its initial public offering to pursue acquisitions.
September 14
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