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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Ian Vacin is co-founder and chief partnerships officer atKarbon and is co-author ofScale with Purpose: The Service Entrepreneur's Guide to Intentional Growth . He has nearly three decades of leadership experience in technology and accounting with Karbon, Xero and Intuit, and is passionate about helping accounting professionals be as successful as possible so they can better serve the small businesses they support.October 29
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The Federal Reserve's interest rate-setting body is expected to announce a 25 basis point cut and provide guidance on the trajectory of its balance sheet Wednesday afternoon.
October 29
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The bank technology company, which faces market pressure from fintechs, cut its outlook by about 20% and restructured its leadership following the departure of former CEO Frank Bisignano to the Trump administration.
October 29
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The lawmakers suggest ties between the former Binance chief and the Trump family could have led to the pardon.
October 29
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A district court has agreed to halt compliance with the Consumer Financial Protection Bureau's Biden-era open banking rule while the Trump administration pursues its own rule.
October 29
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Replacing employees is expensive in terms of both time and money. The real management challenge is identifying the drivers of employee churn and eliminating them.
October 29
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Max Gokhman is deputy CIO for Franklin Templeton Investment Solutions, responsible for leading global investment research, including quantitative, fundamental and manager research teams. Previously, he was president and CIO of the startup asset manager AlphaTrAI and before that, head of asset allocation at Pacific Life Fund Advisors. Prior to Pacific Life, he was a portfolio manager with Mellon Capital's multiasset group and a founding member of Coefficient Global, a quantitative macro hedge fund.
October 29
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The Federal Open Market Committee is expected to announce guidance on the end of its quantitative tightening program later Wednesday. As that process draws to a close, experts are questioning when and how the central bank should use its balance sheet to smooth economic stress in the future.
October 29
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