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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The executive has been given an expanded role in which he will tap into Santander Group’s annual $5 billion investment in technology.
June 8
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Bank of Montreal hired Piyush Agrawal from Citigroup as chief risk officer to succeed Patrick Cronin, who’s stepping down later this year.
June 8
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The Federal Housing Finance Agency and the Consumer Financial Protection Bureau want financial institutions to provide more outreach to non-English speakers, a move that could foreshadow multilingual disclosure mandates.
June 8
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Young community banks are using a range of options for digital banking platforms.
June 8
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Codat, a software startup that connects small businesses with financial institutions, raised $100 million in an equity funding round led by JPMorgan Chase’s growth-equity arm.
June 8
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In global news this week, ANZ Bank New Zealand adds a Gender Affirmation Leave policy, Mastercard works with Mercado Libre to secure crypto in Brazil, American Express Ventures back a Nigerian e-commerce startup, and more.
June 8
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The Alabama bank hopes that its new InvestPath platform, which combines automation and personal interaction, will attract first-time investors.
June 8
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Ray Skinner, who was most recently chief executive of Town & Country Bank in Missouri, will lead MNB Holdings, which owns Mission National Bank.
June 8 -
Paige Hagy is a reporter at Accounting Today based in Brooklyn, New York. She was previously a breaking news reporter at Fortune Magazine. Prior, she worked at Business Insider covering financial technology. She graduated from The King's College, a classical liberal arts school in New York City, with a B.A. in journalism, a concentration in politics, and a minor in business.
June 8
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Some of the riskiest loans given to millennials and Gen Z shoppers for clothes and electronics — and neatly repackaged for investors — are dropping in value.
June 8
