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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Helping companies move to digital payments is all in a day’s work for this banking executive.
May 1
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Comstock, one of the youngest CFOs in the industry, has been overseeing the construction of a new $67 million headquarters.
May 1
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Despite not having a background in IT, she nevertheless dove headfirst into two digital upgrades.
May 1
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This high school soccer coach is scoring points for Washington State’s oldest community bank.
May 1
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Responsible for a five-state territory, this regional director often travels 500 miles a week visiting branches and customers.
May 1
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When the war broke out in Ukraine, this head of investment strategy acted quickly to protect the bank’s assets.
May 1
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KeyBank exec hones banking technology while looking to diversify IT workforce.
May 1
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Raised by parents who taught school and coached high school kids, Alina Crisi never planned on a career in financial services. But her innate skill in managing people and organizations has powered her quick rise at PNC Bank.
May 1
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10 things to know in April: Apple teams with Visa, the Consumer Financial Protection Bureau examines payday lenders, and more.
April 30
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A JPMorgan Chase financial advisor filed a federal workplace complaint accusing the bank of harboring a culture of “unchecked greed, avarice and misogyny” and undermining her by excluding her from client meetings and taking away her resources.
April 29
