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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Corporations are navigating shifting geopolitics, and M&A bankers are advising them as they consider selling off faraway units and focusing more on assets closer to home or in friendlier countries.
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The COVID-19 pandemic revealed the fragility of complex global supply chains. Bankers say they are hearing from more U.S. clients who want to change that by moving manufacturing and supplier operations closer to home.
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Many BNPL lenders are expanding the services they offer to consumers. But adapting the product for businesses, or reducing friction at the point of sale, could also be avenues for growth.
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Justin Berman is a Technical Director at Skybox Security. Berman is a Certified Information Systems Security Professional (CISSP) and Certified Cloud Security Professional with a Certified Specialty in AWS Security with over 20 years of experience.
Justin has a passion for IT security beyond the realm of his assigned roles and responsibilities. He is knowledgeable across a great number of security disciplines.August 17 -
In their public battles over the issue of credit union buyouts of banks, bankers and credit union executives are forgetting to ask some key questions.
August 17
J. Bonner Consulting -
As the General Manager of Dayforce Wallet & Consumer Services at Ceridian, Seth Ross brings nearly 20 years' of experience to oversee the development, launch, and implementation of Dayforce Wallet, Ceridian's market-leading pay solution that enables employees to access their earned wages at any time.
Prior to joining Ceridian, Ross led Green Dot Corporation's Banking-as-a-Service business, where he helped build new, embedded financial services businesses with partners like Apple, Uber, Intuit, Stash and others. Before that, he led the global airline partnerships strategy for American Express and helped launch Amex Advance, a division focused on data commercialization.
Ross holds a bachelor's degree in Business Administration from Ivey Business School at Western University in London, Ontario, and an MBA from Harvard Business School.
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A real-time refund can allow travelers to quickly rebook after a cancellation, and instant credits can make longer airport waits more bearable, according to fintech experts.
August 17 -
The online-only bank's new checking account is the first release of its Do More Business line of products for small-business owners.
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Alexander Bagne, CPA, JD, MBA, CCSP, is the president of
ICS Tax LLC . He focuses on tax planning strategies for real estate investors and developers, is a proponent of energy efficient construction and has served as the president of the American Society of Cost Segregation Professionals (ASCSP).August 16











