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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Derek Meyer and Bryan Carson, former colleagues of Associated CEO Andy Harmening at Huntington Bancshares, will bring a combined six decades of experience to the Wisconsin company as it seeks steady hands in a turbulent market.
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The deal advances Plaid’s standing as an aggregator of Canadian consumers’ banking data as the country weighs regulations of such activity.
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If the inflation figures begin to move lower, then there is a reasonable chance of working through this cycle of rising rates without experiencing a recession.
June 16
UMB Bank -
To keep customer relationships "sticky," Langley Federal Credit Union will roll out a bill pay feature this summer that tries to mimic the advantages customers get by going directly to the biller site.
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Matthew S. Adams is a partner with the national law firm Fox Rothschild LLP and co-chair of the firm’s White Collar Criminal Defense and Regulatory Compliance Practice Group. He can be reached at 973-994-7573 or by email at
madams@foxrothschild.com .June 16 -
Richard Gold has held a variety of top jobs at the Buffalo, New York, bank during a three decade-plus career. Planning is underway to appoint his successor.
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Most banks’ interest income will rise following the Fed policy shift. But the rate increase also boosts the likelihood of a recession that could hurt borrowers and drive up loan losses.
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OneAZ Credit Union built a vendor diversity database, based on a program from Arizona State University, to guide its spending at small businesses. It plans to allow other financial institutions to access this system as well.
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The state-sponsored entity plans to launch a $250 million “community decarbonization fund” to finance electrification, energy efficiency and onsite power projects in disadvantaged communities.
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The founder and CEO of Piermont Bank recently won recognition as a Digital Banker of the Year from American Banker. She discusses her approach to working with fintechs.
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