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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From the threat of cyberattacks to discriminatory lending practices, banks need to pay close attention to a number of significant challenges.
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Analysts were expecting Capital One’s marketing spending to slow significantly after it surged to nearly $1 billion at the end of the year.
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The two companies, which have not received government approval to complete their now year-old pending deal, postponed the deadline to Oct. 31 and have decided to make the combined entity a national bank.
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David Kuhn is deployment strategist at Socotra, where he helps carriers and insurtech MGAs adopt modern core technology. Previously, he worked as Insurance Solutions Director at Mendix and Chief Architect at Erie Insurance Group. David is an insurance technology and digital business strategy expert who has been working with companies for more than 20 years to ensure they achieve strategic goals
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LincolnWay Community Bank in Illinois has agreed to be sold to CoVantage in Wisconsin, adding to a trend of bank-credit union deals that has drawn backlash from many small-bank executives.
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Managers who consciously look to set the tone by brightening work environments with their own smiles and laughter tend to create environments with greater employee and customer engagement.
April 27
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Lendistry, a fintech community development financial institution, obtained a license that allows it to become one of the few nondepository lenders with access to the Small Business Administration's flagship lending program.
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The Mississippi-based First says the deal would allow it to acquire key talent, bolster its presence in northwest Florida and expand into the Tampa area.
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