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
-
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
-
-
Former Federal Reserve Gov. Daniel Tarullo and two Fed economists argue that the Federal Home Loan banks have expanded into activities that pose risks to financial stability.
July 7
-
The latest development removes a custodian that had been appointed to the Philadelphia bank's board, where a vacancy created an opportunity for multiple factions to try to wrest control from CEO Vernon Hill.
July 7
-
The 30-year average has made a steep reversal over the past two weeks following a large acceleration in mid-June.
July 7
-
Raghu Valipireddy is senior vice president and chief information security officer at Axos Advisor Services where he is responsible for the company’s cybersecurity organization. He has extensive experience in IT, risk and compliance, and driving enterprise security initiatives.
July 7
-
Meta's Facebook has discontinued a digital wallet that was originally meant to help people use the Diem stablecoin. But its Meta Pay platform is more conventional — and thus more likely to succeed where Novi failed.
July 7
-
Judie McCarthy is a QuickBooks ProAdvisor (Advanced Certified), speaker, author, experienced accounting professional and co-founder of
Client Hub , a web-based workflow and client collaboration tool built for accounting professionals.July 7
-
The HSBC Holdings executive at the center of a row over climate change risks has resigned from the bank as he issued a broadside against corporate “cancel culture.”
July 7
-
Citigroup’s planned sale of its Banamex unit should go to Mexican investors and avoid mass firings, Mexican President Andres Manuel Lopez Obrador said, adding new restrictions that may undermine some of the bids.
July 7
