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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Kane Polakoff is the founder and national practice leader of
UHY Advisors ’ Client Accounting and Advisory Services division.April 14
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As rising inflation and supply-chain shortages create new urgency for businesses to settle transactions quickly, more community banks and credit unions are recognizing the need for instant payments, according to The Clearing House.
April 14
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JPMorgan Chase unveiled plans for its new global headquarters — a 60-story skyscraper in midtown Manhattan that, according to the bank, demonstrates its commitment to New York City’s revival.
April 14
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To ensure authenticity, Community First Credit Union had its AI-powered voice system learn by communicating with Spanish-speaking employees who could teach it local terms and mannerisms.
April 14
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The 30-year average has risen by more than a full percentage point in a little over a month.
April 14
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Wells Fargo missed analysts’ expectations on first-quarter revenue and expenses as Chief Executive Charlie Scharf continues to face challenges turning around the bank after years of scandals.
April 14
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Despite better-than-expected trading results, Citigroup reported a 46% decline in first-quarter earnings stemming largely from soaring noninterest costs and a $1.9 billion provision for souring loans tied to Russia.
April 14
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Rob Patchett serves as Raymond James’s global chief privacy officer and IT chief compliance officer. He has over 20 years’ experience in privacy, security, operational risk and compliance expertise in the financial services industry.
Before joining Raymond James, Rob was chief privacy officer for MUFG Americas and before that Union Bank California. Prior to these roles, Rob led Visa’s first privacy office — the information assurance department.
April 13
