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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Jim Van Dyke is senior vice president of innovation at Sontiq and a former board member of the Consumer Financial Protection Bureau.
July 8
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After the Supreme Court struck down an Environmental Protection Agency rule, legal observers are wondering how far the justices will go to rein in the authority of financial regulators. A Securities and Exchange Commission proposal on climate risk disclosures could become a test case.
July 7
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At American Banker's Digital Banking Conference, experts discussed the benefits and budding regulatory efforts around increased data sharing among banks and fintechs.
July 7
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The Federal Deposit Insurance Corp., which protects customers in the event of certain types of bank failures, is looking into how the bankrupt digital-asset firm Voyager Digital marketed itself to customers, a spokesperson for the agency said.
July 7
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The agency issued an advisory opinion warning that credit reporting bureaus and other entities using credit checks can no longer use disclaimers to bypass privacy protections.
July 7
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By taking the manual labor out of data management and upkeep, experts can reach new clients and better serve their existing ones.
July 7
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Citadel Credit Union, armed with a team of professionals who previously worked at Santander Bank, plans to hold its own in a commercial lending market dominated by PNC Financial Services Group, Bank of America and Wells Fargo.
July 7
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U.S. senators led by Democrats Bob Menendez, Elizabeth Warren and Jack Reed told seven of the country’s biggest banks they must do more for consumers defrauded by scammers on Zelle, the person-to-person payments network the firms jointly own.
July 7
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Jon Cooper is the co-founder and CEO of Overalls, a tech-enabled benefits company that combines concierge-like services with personalized financial protection to help people save time, money and stress. Jon was also the founder and CEO of Life.io. Jon’s insurance expertise was developed during strategic roles from Chief of Staff to Strategy and Operations at TriZetto, Oliver Wyman, CodeRyte and Wellcare.
July 7
