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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Silvio Tavares, the credit score company’s relatively new leader, is honing its models to be more inclusive, for instance by taking into account rent payment data and bank account data.
July 27
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European banks are starting to count the cost of their employees’ messaging habits, which have caught the attention of U.S. regulators in a sweeping global investigation.
July 27
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The Justice Department, Consumer Financial Protection Bureau and three state attorneys general alleged that Trident Mortgage, a lender owned by Berkshire Hathaway, engaged in redlining and discrimination in the Philadelphia area.
July 27
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Raju Seetharaman is Senior Vice President, IT and Transformation of Legal & General America’s insurance division, which includes operating companies Banner Life Insurance Company and William Penn Life Insurance Company of New York. He is responsible for IT and Transformation strategy, IT operations and change management with the mission to combine business strategy with cutting-edge IT expertise, to deliver efficient, effective solutions that helps Legal & General America achieve a market-leading position. Raju is an Engineering Graduate and lives with his wife Nirmala, in North Potomac, MD.
July 27
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With Ulrich Koerner taking over as chief executive officer, Credit Suisse Group’s top ranks are looking more like UBS Group, suggesting the firm may draw from its crosstown rival’s playbook.
July 27
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Randall Shepard, CPA, is a partner at
The Bonadio Group . He has been providing professional and personal consulting and auditing services to his clients for over 25 years. As government practice leader, he oversees all of the services provided to government entities throughout the firm.July 27
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It's a mistake to assume that potential customers recall long-ago sales interactions. You must refresh their memories.
July 27
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Wes Erlam is Director of Urban Regeneration at Legal & General Capital, one of the UK’s leading financial services groups and a major global investor, with international businesses in the U.S., Europe, Middle East and Asia, with some $1.8 trillion in assets under management.
July 27
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Financial firms may be fined and stripped of their regulatory authorization unless they put their customers’ needs first under far-reaching reforms from the U.K. City regulator.
July 27
