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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Dr. Shlomit Wagman is a fellow at the Harvard Kennedy School's Mossavar-Rahmani Center for Business and Government and Allan Lab. She previously chaired the Financial Action Task Force risk working group, held a senior role at the Egmont Group and MONEYVAL at the Council of Europe, and led Israel's Financial Intelligence Unit. She earned her Ph.D. and LL.M. from Yale Law School.
November 3
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Michael Magnan, founder and CEO of AdvizorPro, is a leading wealth management and financial advisor intelligence platform for smarter prospecting.
Prior to AdvizorPro, he was the vice president of new product development for Nasdaq eVestment.
November 3
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Community banks are often pressured by regulators to hold significantly higher capital than regulations require, using one-size-fits-all rules of thumb. Well-managed community banks deserve the ability to make the case for lowering their capital levels.
November 3
- ab regulation lead
A bottleneck at the Small Business Administration in clearing federal small business loans because of the ongoing federal government shutdown is becoming an increasingly urgent issue for small and even some midsized banks.
November 3
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BayFirst Financial, which has reported problems with SBA loans, expects to reach an agreement with its regulators in connection with credit administration and other issues.
October 31
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Ulf Brüning is Principal and International Client Executive Leader at Global Risk Consultants based in Darmstadt, Germany. He has spent nearly 20 years with the company helping some of the world's most successful businesses identify risks and shape their risk management strategies.
October 31
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A report from J.D. Power indicates that the neobank Chime gained the highest percentage of newly opened checking accounts in the third quarter of 2025.
October 31
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The court upheld the Federal Reserve Board's right to block Custodia from direct access to its payment systems. The bank is considering asking for a rehearing.
October 31
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The Tacoma, Washington-based bank, which has completed two mergers since 2023, said Thursday that it will buy back up to $700 million of its own shares over the next year.
October 31
