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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Trevor Marshall, Chief Technology Officer, Current
June 27
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Discover how API-based data exchange solutions can help institutions acquire and retain customers, who will in turn be able to lead healthier financial lives.
June 27
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The two megabanks said that their capital requirements will rise in the wake of Federal Reserve stress tests, putting downward pressure on their distributions to shareholders. Meanwhile, Bank of America, Wells Fargo, Goldman Sachs and others announced plans to raise their dividends.
June 27
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Leading banks are understanding that the secret sauce that disruptors bring to financial services is their focus on the customer experience. What should banks do to compete?
June 27
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DLT makes the experience even better with smart contracts and at the same time CBDCs help secure the transaction without the need for managing risks of circulation of paper currency. Hear how the industry is adopting them and ways of combining them for more powerful solutions.
June 27
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Missouri-based UMB Financial says it would acquire 157,000 accounts across more than 3,000 employer groups from Old National Bancorp in Indiana.
June 27
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Hafize Gaye Erkan, whose surprise departure from First Republic Bank disrupted the lender’s succession plans earlier this year, will become chief executive officer of Greystone as the closely held commercial-property lender expands into wealth management and private banking.
June 27
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Tom DeWitt will step down as president and chief executive in August, concluding more than 31 years with SFFCU.
June 27
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Vast Bank, Silvergate Capital and Northern Trust are among the banks that continue to build out digital-asset services, undeterred by extreme volatility in digital coin prices.
June 27
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It appeared Orion Credit Union had a green light to purchase Financial Federal Bank. But the Tennessee Department of Financial Institutions has once again asked a judge to stop the deal, claiming depositors would be "irreparably harmed" if it goes through.
June 27
