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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Mos, a company that started out helping students find financial aid, is embellishing its banking features with cash advances, gig finding help and financial advice.
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To meet the growing demand, banks are faced with a choice of hiring, reskilling or outsourcing.
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Rising costs and other factors are leading more consumers to borrow money, pitting banks against credit unions and fintechs for this business.
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Carlos Garcia of Professional Holding Corp. in Coral Gables would serve as CEO of the holding company for Nave Bank, which seeks FDIC approval to be the first federally insured digital bank in Puerto Rico.
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With financial literacy apps, scholarships and college-team sponsorships, credit unions are fighting for market share among students.
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The credit union's CEO said a state judge supported the regulatory opposition to its bid to acquire Premier Bank in Omaha, effectively killing the deal.
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Citigroup's markets operation had hundreds of blind spots, allowing for potentially abusive transactions to go unnoticed in almost 900,000 trades processed every day at the bank's Canary Wharf headquarters for more than two years.
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Ellen Graper, CPA, is a partner at
StoneTurn . She has almost 20 years of experience assisting accounting firms navigate regulatory and industry requirements. Her expertise draws from her tenure as both an accounting regulator and a financial statement auditor.August 19 -
How many more decisions will CFPB Director Rohit Chopra make without appropriate stakeholder input?
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