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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The financial technology startup Zepz has named Bill.com Chief Operating Officer Mark Lenhard as its next chief executive, people familiar with the matter said.
July 22
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Banks are making a mistake in their opposition to the SEC’s proposal to mandate disclosure of carbon emissions and other climate data.
July 22
University of Chicago Booth School of Business -
Jeffrey D. Haskell, J.D., LL.M., is chief legal officer for
Foundation Source , which provides comprehensive support services for private foundations. The firm works in partnership with financial and legal advisors as well as directly with individuals and families.July 22
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Christian Leuz is a professor at the University of Chicago Booth School of Business.
July 22
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Affinity Credit Union in Iowa is taking the tech giant to court over the levies issuers pay to have their cards work in its mobile wallet.
July 22
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The National Crime Agency has seen a surge in so-called suspicious activity reports filed by banks and other regulated institutions in the U.K. since February.
July 22
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Banco Santander was eliminated from the bidding process for Citigroup’s Mexican unit, opening the way for a takeover by a local rival.
July 22
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While skeptics still outnumber true believers, recent speeches and reports from policymakers show a greater willingness to entertain the idea of a central bank digital currency.
July 21
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The Cincinnati bank plans to lean into its retail expansion in the southeastern U.S. after its deposits fell by $6 billion from the first quarter.
July 21
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The Connecticut bank’s proposed combination with American Challenger Development Corp. was terminated because the two parties didn’t anticipate they could meet the closing conditions. The fintech now says it’s retained Citigroup to explore a possible sale.
July 21
