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
- AB - Technology
The crypto custody technology company, which became a national bank with OCC approval last year, is building a business in digital art and entertainment.
July 20
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Jill Klindt is CFO, senior vice president, treasurer and chief accounting officer at
Workiva . Her career spans more than 20 years with experience in financial management and business leadership.July 20
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Bank of Montreal agreed to buy Radicle Group Inc., a sustainability-advisory and emissions-measurement firm, to help clients that are working to reduce their environmental impacts.
July 20
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Amy Kadomatsu is CEO of ComplySci, a provider of regulatory technology and compliance for financial services enterprises.
July 20
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JPMorgan Chase must face a trial over claims by a former vice president in its anti-corruption unit that she was marginalized, mistreated and fired from the bank for complaining about compliance failures.
July 20
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The number of Federal Reserve banks should be cut in half and their bank regulatory responsibility should be transferred to other agencies.
July 20
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The combination of UniWyo and Reliant Federal would bring together roughly $700 million of assets and 50,000 members.
July 20
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Officials from the Fed, FDIC and OCC said proposals allowing banks to get Community Reinvestment Act credit for lending and other activities conducted outside their immediate assessment areas could create “powerful incentives” to invest in Native communities.
July 19
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The Detroit-based lender has been a major beneficiary of the auto market’s growth during the pandemic. Looking ahead, company executives expect demand to be particularly strong among higher-income customers who have little sensitivity to higher car prices and rising interest rates.
July 19
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Chief Executive Bruce Van Saun said the Rhode Island bank doesn’t “need to be that greedy” after reporting a 34% rise in net interest income during the second quarter. He laid out plans to trim the bank’s sails in both commercial and consumer lending.
July 19
