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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SER Summit co-founders Vanessa Martinez and Ana Trujillo Limón preview the professional development and networking in store for attendees next week in Denver.
August 27
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BMO and RBC sold Moneris Solutions — their co-owned payment processing fintech that launched 25 years ago — to private equity firm Francisco Partners for $1.4 billion in a deal that raises questions about what technology banks actually need to own.
August 27
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Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.
August 27
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Jason Downs is a partner in Hogan Lovells Cadwalader's Disputes practice group in Washington, D.C., where he co-leads the firm's State Attorneys General practice. He has nearly two decades of legal experience, including seven years at the Public Defender Service for D.C. and a term as Chief Deputy Attorney General for D.C. He focuses on state AG investigations, white-collar matters, and ESG issues.
August 27
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Royal Bank of Canada executives said they see plenty of organic-growth opportunities in the U.S., including in Texas, but would also consider acquisitions.
August 27
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Mark Fleming is chief economist and a senior vice president with First American, which provides title insurance and settlement services.
August 27
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The Climate First Bank founder and CEO is surprisingly not part of the anti-data center movement. But he does think the massive, energy-chewing facilities should be built and financed with more forethought.
August 27
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A federal judge Wednesday said the Department of Housing and Urban Development failed to justify a sharp overhaul of a long-standing fair-housing grant program.
August 27
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Amex, Capital One and Chase are outperforming airlines in airport lounge customer satisfaction. New entrants in the premium travel card space are opening their own lounges to compete.
August 27
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