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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Denise Floyd is retiring as the head of Fort Sill Federal Credit Union in Lawton, Oklahoma. The $365 million-asset credit union hired Cornerstone Resources to find its next leader.
May 31 -
Bernie Dyme is president and CEO of Perspectives LTD, a behavioral health firm committed to delivering high-quality employee assistance programs, behavioral health, and organizational consulting services.
He is passionate about ending the stigma attached to mental health ensuring that everyone in companies has full access to mental health services and also focuses on prevention and early intervention. He is an active member of more than a dozen professional and community organizations that work toward his passion of bringing resources to all employees and organizations to ensure full access to help. These include the Employee Assistance Professionals Association (EAPA), the Society of Human Resource Professionals (SHRM), and the Executives Club of Chicago. He is also the Chair of the Advisory Council of The Crown Family School of Social Work, Policy and Practice at the University of Chicago. He is the past president of the Board of Directors for the Chicago Coalition for the Homeless and is currently an active member of the Board.
Bernie is a licensed clinical social worker (LCSW). He has his master’s degree in social work from the University of Chicago.
May 31
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Through the development of data-driven DEI benchmarks and increased dialogue with both multicultural staffers and customers, these executives are helping to cultivate more representative talent.
May 31
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One of the largest money-transfer services in the U.S. is attempting to broaden the adoption of digital currencies.
May 31
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EMV and contactless payment technologies evolved at different paces around the world. Brian Byrne of the standards body EMVCo explains how the organization plans to cut through the clutter with its latest release.
May 31
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A majority of borrowers who together hold about $400 billion in federal student debt made no payment on their loans in the pandemic era, taking full advantage of a freeze put in place at the onset of the COVID-19 crisis.
May 31
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Brandon Roberts is chief revenue officer, fitness & wellbeing for Xplor Technologies, a global platform for SMBs combining SaaS solutions with embedded payments and commerce accelerating technologies, where he leads a team of 200 commercial sales, account management and client service people across North America.
Before joining Xplor in 2020, Brandon spent eight years at Mindbody, ultimately as global director of operations. He has a B.S. in Kinesiology from California Polytechnic State University and a MBA from the University of Phoenix.
May 30
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A recent California Supreme Court decision means that lenders can be on the hook for consumers’ attorney fees in situations where car dealers defraud them. The case involved TD Auto Finance and a dealer that allegedly sold a vehicle without certain advertised features.
May 30
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The system may be good for the banks that own it, but it is not meeting its public mission.
May 30
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Because lending to the fossil fuel industry is risky, unbiased rules are needed to ensure financial institutions properly manage these concerns.
May 30
Public Citizen’s Climate Program
