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
-
-
The future of on-chain finance in the U.S. is dependent on there being statutory certainty about the rules of the road. The Clarity Act may not be perfect, but passing it is essential to maintaining U.S. leadership in the field.
August 13
-
American Banker's digital asset index found growth in digital assets is outpacing stablecoins.
August 13
-
It's not just about AI and the bank is not walking away from its green goals, Karen Fang, the initiative's leader, told American Banker.
August 13
-
The CFTC said it was using 'emergency' powers to keep the lights on at Kalshi after the New York Attorney General sued the sports-betting company.
August 13
-
United Bank and Five Points Bank, both ranked among the top-performing banks by Capital Performance Group, said they have stayed in the mortgage business because they see it as a way to build strong relationships in the communities they serve.
August 13
-
Mainul is the founder and CEO of
Ellipsis Health , whose clinical AI agent Sage is already working alongside care teams to automate outreach, continuously monitor high-risk patients between visits, and surface actionable insights that help care managers prioritize the right interventions at the right time. A prominent voice in the CMS Health Tech Ecosystem, Mainul is a signatory to the White House-backed pledge to build responsible, interoperable conversational AI. He was a Rockefeller Fellow and a contributing member of the World Economic Forum. Mainul has shared his vision for the intersection of technology and human empathy as a lecturer at Stanford University, the University of California, and the Indian Institutes of Technology.August 12
-
Altruist has earned legions of fans among financial advisors for sleek technology and low, clear fees. But its critics question whether that is enough to catch up to the giants that have dominated the business for decades.
August 12
-
The Treasury's Financial Crimes Enforcement Network's decision to permanently exempt U.S. businesses from disclosing their true owners eliminates a database banks hoped would help them satisfy their customer due diligence.
August 12
