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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Maxwell Blumenfeld is co-founder and chief operating officer of SentiLink.
April 22
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Marcia Griffin is founder and president of HomeFree-USA, a leading homeownership organization with 68 results-oriented culturally and ethnically diverse nonprofit partners nationwide. Through 2014, HomeFree has helped over 87,000 homeowners to cure their defaults. They have offices in Washington, DC, throughout Maryland, Atlanta, and South Florida.
April 22
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The U.K.’s markets regulator has told challenger banks to improve their financial crime controls, saying some are failing to carry out adequate checks on new customers.
April 22
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The Columbus, Ohio, bank, which already makes more loans than any other lender in the Small Business Administration's flagship program, is testing a plan to offer them outside of its Midwestern footprint.
April 22
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Health care, home improvement, cannabis, gaming and college students are among the areas banks are targeting with the help of innovative tools.
April 22
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Jennifer Coombs is an associate professor at the College for Financial Planning —a Kaplan Company located in Denver. She is the creator, lead author, and lead instructor for the Chartered SRI Counselor™ (CSRIC™) designation program developed in partnership with US SIF as the first professional financial education program for financial advisors in the United States exclusively devoted to sustainable investing.
Prior to joining the College, Jennifer worked in New York City for several Wall Street firms in such varied roles as technical and fundamental analysis, equity research, trading and portfolio management. Jennifer has given two TED talks on the topic of sustainable and responsible investing: “Investing for a Better World: Using Wall Street to Implement Social Change” (November 2015 at TEDx Jersey City), and “Stopping the Rebuttal: Millennial Investors and the Future of Sustainability” (April 2018 at TEDx Clarkson University). She has also given presentations at and interviews on “Dollars & Change” Wharton Business School Radio on Sirius XM, Bank of America/Merrill Lynch Wealth Management, The Society of Financial Services Professionals (FSP), The CFA Society of New York, US SIF Annual Conference, The SRI Conference, and Advisor Group.
Jennifer holds a Master of Science in Finance and is a member of the ESG Advisory Board at Investment News and serves on the education committee of US SIF. She resides in her home state of Vermont.
April 21
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Anchorage Digital Bank has an inadequate AML compliance program and will have to create a committee within 15 days to develop a remediation plan and submit progress reports, according to the Office of the Comptroller of the Currency.
April 21
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The bank asked to move the discrimination case from a Black magistrate to a supervising White district judge, which attorneys for plaintiffs said was an attempt to ‘redline the federal court.’
April 21
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The New York bank is planning a broad launch of its new checking account later this year. Starting this week, more than 20,000 Goldman employees have a chance to try it out.
April 21
