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 bank and insurance company continues to battle its rivals over their use of technology USAA claims it invented.
May 17
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Katka is an Associate Partner with McKinsey & Company, based in Boston. She serves private equity clients with expertise in financial technology, including insurance, wealth management and banking. She has conducted more than 20 diligences in the space and has served financial technology companies on growth, pricing, and go-to-market strategies as well as M&A. Katka holds an MBA with distinction from Harvard Business School, an MSc. in financial economics from the Saïd Business School at Oxford University, and a BSc. in mathematics from University College London.
May 17
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Mark Calabria, who oversaw the two government giants under Trump and was fired by the Biden administration, said in a recent interview that the government-sponsored enterprises are once again at risk of insolvency.
May 17
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RBB Bancorp says it's investigating complaints by its former vice chairman, who stepped down along with another director, about potential conflicts of interest involving other members of the board.
May 17 -
Aaron Toops is co-founder and CEO of
Aerify.io , a managed services IT business whose clients include approximately a dozen CPA firms in central Indiana.May 17
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NatWest Group is considering launching a separate digital lender for small businesses in the U.K. to find a new avenue of growth for the bank.
May 17
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Warren Buffett's Berkshire Hathaway, which cut many bank holdings as the pandemic bore down on the U.S., is back with a roughly $2.9 billion bet on Jane Fraser’s Citigroup even as it said goodbye to a longtime stake in Wells Fargo.
May 17
