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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The company had accepted a $60 million naming rights deal from Meta Platforms — the social media giant's new brand.
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Winner: Donta Wilson, Chief Digital & Client Experience Officer, Truist Financial Runners-up: Lincoln Parks, Vice President, Strategy and Innovation Officer, Heritage Southeast Bank Hari Moorthy, global head of transaction banking, Goldman Sachs Head of Strategy
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Eben Burr is president ofToews Asset Management .He serves as a lecturer and coach of applied behavioral finance for Toews’ Behavioral Investing Institute, where he assists in training advisors to build a process for managing investor behavior. He previously worked in New York City real estate.
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Corrie Rozell, who has been interim chief executive since January, will adopt the role permanently.
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Sen. Pat Toomey, R-Pa., is accusing the Consumer Financial Protection Bureau of pressuring Equifax, Experian and Transunion into removing most medical debt from credit reports, a move he says would compromise lenders' ability to gauge risk. Democrats, experts who testified at a hearing Tuesday and the CFPB pushed back.
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The acquisitive Massachusetts company said it would pay $146.5 million to acquire Randolph and its $800 million-asset subsidiary, Envision Bank.
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The nomination of Lisa Cook, an economics professor who is one of President Biden's choices for the Federal Reserve's Board of Governors, advanced Tuesday on a party-line procedural vote in the Senate.
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By putting younger, more diverse talent in executive roles, CEOs of institutions such as Kaua'i Federal Credit Union in Hawaii and OnPath Federal Credit Union in Louisiana are taking steps to better represent the communities they serve.
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The Consumer Financial Protection Bureau said it expects credit card companies to increase fees — often around $30 — charged when customer miss a payment. The higher prices are allowed under rules that authorize inflation adjustments.
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Firms such as Mesh Payments and TripActions are anticipating that the trend for flexible and remote work will make it harder to distinguish personal and business purchases on the road.
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