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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Bank trade groups are asking the Consumer Financial Protection Bureau to issue a rule to supervise data aggregators before issuing a separate rule on consumer access to financial data.
August 2
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Ford Motor Co.'s application for an industrial loan company charter with the Federal Deposit Insurance Corp. will compel the regulator to articulate its stance on future applications.
August 2
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David Stone is Founder and CEO of
RetireOne , an independent platform for fee-based insurance solutions.August 2
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The Massachusetts bank used data analytics to improve onboarding, cross-sell more effectively and prevent attrition.
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The payments company has agreed to acquire EVO Payments for $4 billion and sell off the consumer-focused portions of its Netspend unit as part of an industrywide emphasis on automated business-to-business payments.
August 2
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The payment processor is an early user of Apple's smartphone payments capability, which provides a DIY option for retail workers, but doesn't necessarily cover all merchants in all use cases.
August 2
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Samantha Sparks is a senior vice president in the Accounting & Reporting Advisory group at
Stout . She has 12 years of experience addressing complex accounting and supply chain challenges faced by the C-suite.August 2
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The Biden administration is poised to put its stamp on the banking regulatory landscape, but there are few slam-dunk solutions that will satisfy both the industry and a vocal Democratic base.
August 2
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Robinhood Markets' cryptocurrency arm was fined $30 million by New York's financial regulator after the brokerage was accused of violating anti-money-laundering and cybersecurity rules.
August 2
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Karen Clarke is Managing Director of the Americas for Anaplan where she leads and sustains business growth for the company's largest market, including Canada and South America. Karen has been a valued member of the Anaplan leadership team since 2017, previously serving as Managing Director for the Asia-Pacific region. Prior to building Anaplan's business in APAC, Karen led the company's Northern European business and held senior roles at Oracle across EMEA.
August 2
