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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Nearly half of all small-business owners — and higher percentages of minority entrepreneurs — said in a new survey that they aren’t sure they could come up with the funds to cover an emergency $5,000 business expense. But the results also suggest that the Paycheck Protection Program may have led to more trust in the Small Business Administration.
May 19
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Corrigan thrived on crisis situations, a colleague said. He received plenty of practice in 25 years at the Fed and another two decades at Goldman Sachs.
May 19
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The Biden administration’s pick for Federal Reserve vice chair for supervision faced questions about climate change, digital assets and the central bank’s independence. But he did not meet the same resistance from Republicans as the White House’s first choice, Sarah Bloom Raskin, observers said.
May 19
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Chris joined Pie Insurance in May 2021 and is responsible for scaling and operating the Software Engineering organization that is responsible for building Pie’s technology products and services. Chris has spent most of his career working on technology designed to disrupt legacy industries such as healthcare and logistics. Most recently Chris served as CTO at NEXT Trucking where he was disrupting the commercial freight industry. Chris holds a B.S. in Physics from Indiana University.
May 19
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Several federal agencies have recently stepped up requirements on banks to notify regulators and the public when they fall victim to cybersecurity incidents.
May 19
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Patrick Totten plans to step down from his leadership position at the Florida institution after a successor is chosen.
May 19 -
Agility Bank, formed to serve local businesses operated by women, plans to launch in late May.
May 19 -
The U.S. Department of Agriculture expects farm profits to drop by 8% this year due to multiple factors, creating credit quality questions for ag banks.
May 19
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A more active Consumer Financial Protection Bureau, competition from Big Tech and sanctions on Russia are combining to make compliance a much larger concern than in the past, according to legal experts who spoke at American Banker's Payments Forum.
May 19
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As Vice President of Insurance Operations at Jerry, Josh Damico integrates Jerry’s smart and fast car insurance customer experience with that of traditional carriers to help customers find savings and coverage. Josh’s nearly 20 years of insurance-industry experience and knowledge generate partnerships with more than 50 name-brand and specialty insurance partners that enable Jerry to serve customers with all types of vehicle and policy needs.
Josh also is responsible for Jerry’s live-call center support. The customer service representatives he leads help answer specific questions that ensure customers obtain the right policy at the best price.
Previously, Josh held executive roles at Geico, where he had vast regional oversight and leadership opportunities. In his most recent role as director of sales, servicing, and underwriting, Josh developed and executed profit and growth strategy for the New England states and New Jersey.
Josh holds a bachelor’s degree in business administration and management from Medaille College.
May 19
