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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Rep. Ed Perlmutter, the bill’s chief sponsor, said the decision would allow people to “continue to be killed” as cannabis companies’ cash is targeted by crime.
June 23
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The midsize companies that the Kansas City, Missouri, bank caters to may not be salivating to settle transactions in real time, so UMB says it's being cautious about when and how it implements new technology.
June 23
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Lawmakers on the Senate Banking Committee voiced some scattered support for changes to improve the finances of the National Flood Insurance Program, but comprehensive reform appears out of reach.
June 23
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Rakefet Russak-Aminoach, who led the Israeli bank for seven years, now funds and helps build fintechs that work with other fintechs and banks.
June 23
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Deutsche Bank's management board agreed to take a financial hit after criticism from regulators of widespread use of private communication channels among staff via applications such as WhatsApp.
June 23
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The $2 billion-asset buyer could gain more than $300 million of deposits in the Magnolia State.
June 23
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Jen Farrell is director of agent and customer research at Liberty Mutual and Safeco Insurance, supporting independent agent distribution and product development. In her role, she conducts primary research and interprets industry trends to ensure Liberty Mutual and Safeco take a data-driven approach to the agent and customer experience. Jen brings nearly 15 years of experience in research and digital analytics, previously working with some of the world’s largest brands to uncover marketing insights and answer critical business questions. When she’s not studying consumers, independent agents, or the insurance industry, she can be found hiking through the woods in New England.
June 23
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Demetrios Frangiskatos, CPA, is the leader of analytics and emerging methods at Top 10 Firm BDO USA. He has more than 22 years of experience providing accounting, auditing, and business advisory services. Currently, he oversees BDO’s assurance business line’s BDO Advantage team, where he focuses on the strategic research and development, deployment, integration and enablement of technology platforms and solutions within the assurance practice.
June 23
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Allan Rayson’s smart choices ABOUT Encore Bank’s technology have helped the institution succeed with just a handful of branches in more than a dozen markets.
June 23
