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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Regulators have been sending out warning signals about the partnerships between banks and fintechs. Does this mean banks and fintechs have to change what they're doing?
September 13
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James P. King, CPA, MST, is a partner at the accounting firm
Tobin & Collins, CPA, PA, and has extensive experience in small business planning, partnership taxation, income taxation and business consulting for business owners, entrepreneurs and high-net-worth individuals. He has broad industry experience servicing clients in the real estate, retail, professional and veterinary service industries.September 13
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The German vendor, which competes with firms like Block and PayPal, plans to reward shoppers who use its wallet app with SumUp merchants.
September 13
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The newly installed Fed vice chair for supervision outlined his vision for his role in his debut policy speech last week. Advocacy groups are happy, but have some unanswered questions.
September 12
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The agency in charge of regulating cybersecurity incident reports asked firms Monday to give their input on how the developing set of rules should work.
September 12
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The Minneapolis-based buyer had previously said the deal would close earlier in the second half. Some of the financial benefits, which had been expected to be realized next year, won't come to fruition until 2024, executives said Monday.
September 12
- AB - Policy & Regulation
The appointment creates a "full-fledged office" within the Office of the Comptroller of the Currency devoted to national banks' climate-change exposures, acting Comptroller Michael Hsu says.
September 12
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The San Francisco bank's employee retirement plan allegedly overpaid for preferred stock that was eventually deposited into employees' retirement accounts. The bank said that it "strongly disagrees" with the Department of Labor's allegations, but it agreed to the payment in order to resolve the matter.
September 12
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Renovite Technologies supports reconciliation and security, and is part of a series of moves the bank is making to counter the fintech incursion into payments.
September 12
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While the total number is less than some previous rounds, the reductions are a resumption of Goldman's annual culling cycle that it had largely paused during the pandemic, according to people with knowledge of the matter.
September 12
