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 activist investor HoldCo Asset Management said Monday that it doesn't plan to pursue proxy battles this spring at either Key or Eastern. It had been agitating publicly over the banks' M&A strategies.
February 9
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Derek Horstmeyer is a professor of finance at George Mason University's Costello College of Business. He is the co-founder and director of the Student Managed Investment Fund, and the founder and director of The Future of Finance Lab.
February 9
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Jack Dorsey's payments company also laid off employees early in 2025 and 2024 following a self-imposed employee cap of 12,000 in November 2023.
February 9
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James Woodfall, founder of
Raise Your EI , is a former financial planner who now advises financial services and firms on how they can leverage emotional intelligence (EI) to improve individual and organizational performance. He is the co-author, with Cliff Lansley, of "The Heart of Finance ," which teaches finance professionals to develop the emotional intelligence needed to build effective and profitable client relationships.February 9
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Being a good CFO does not always translate into being a good CEO. Ken Thomas identifies ten different kinds of CFOs who just aren't chief executive officer material.
February 9
K.H. Thomas Associates -
To address a budget deficit, the state of Washington has begun taxing credit unions that buy banks. Critics say there's just one problem: The tax will deter any such acquisitions from happening.
February 9
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Kohler Credit Union, Think Bank and Communication Federal Credit Union gave their onboarding and direct deposit tech an upgrade through fintech partnerships.
February 9
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Some distressed companies that tapped the Federal Reserve's Main Street Lending Program say they've been crushed by the agency's hard-line stance on modifications.
February 9
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Threat group ShinyHunters claimed responsibility for the attack, which reportedly targeted third-party platforms rather than Betterment's own systems.
February 6
