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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A return of the Supervision Appeals Review Committee is a step backward for banks looking for an unbiased venue to challenge adverse regulatory rulings.
July 6
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The combined Mountain West Credit Union Association and the Northwest Credit Union Association are taking a new name to reflect a wider area of membership.
July 6
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HSBC Holdings is in talks to sell its Russia unit to local lender Expobank, according to two people with knowledge of the discussions.
July 6
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Meta's wallet, which was designed to support the Diem cryptocurrency, will close in September. It's the latest setback for Meta's goal to build a broader payments system.
July 6
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Amid reduced M&A activity, U.S. middle-market borrowers and investors in asset-backed securities are trying to reset and figure out where the right valuations levels are, says Sengal Selassie, CEO of Brightwood Capital Advisors, a lender and issuer of CLOs.
July 6
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Banks and payment companies may have to decide whether to proactively protect or prohibit transactions for abortion treatment. Any action — or inaction — can be seen as taking a position on the highly divisive issue.
July 5
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John Starling is the senior vice president of
Northern Bank’s 1031 Exchange and helps people and business entities preserve profit and build wealth faster through tax-deferred exchange.July 5
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Randy Kaston is the director of Business Law Group at
Ligris + Associates . Her practice concentrates on all aspects of commercial and residential transactions, including representing lenders in closing complex commercial, asset-based, real estate, construction and SBA loans, as well as business lines of credit.July 5
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Michael Hsu has been acting comptroller for about 14 months. Since President Biden’s choice to lead the agency withdrew from consideration late last year, the White House has not floated any new names for his potential successor.
July 5
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Chaz Rzewnicki will succeed current president and chief executive Allan Kemp McMorris later this year.
July 5
