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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Numerous unaccredited and loosely regulated schools are offering buy now/pay later products as a payment option for students, according to the Student Borrower Protection Center. Its report, which called out PayPal, Klarna, Affirm and Afterpay, comes as the CFPB is considering how to regulate the sector.
March 7
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The mortgage interest deduction is capped, but the investment interest expense deduction isn’t.
March 7
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Mary McNiff, who has been in the job since 2020, will step into a new, unspecified role later this year. CEO Jane Fraser, who is dealing with the aftermath of two consent orders, has said that updates to the company’s risk management systems are her top priority.
March 7
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U.S. payment giants like Visa, Mastercard, American Express and PayPal — along with smaller companies like Paysera in Lithuania — have blocked transactions or pulled out of Russia and Belarus in response to the invasion of Ukraine.
March 7
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Kristen Clark, CPA and Syracuse office managing partner at
The Bonadio Group , is a member of the firm’s Management Committee and board of directors. She is responsible for client service, partner and employee engagement, and market growth. She is also practice leader for Bonadio’s Professional Excellence Division, which is responsible for risk management, quality and education for the firm.March 7
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Bank of Montreal laid out a plan to sharply reduce emissions connected to loans to the energy and power-generation sectors by 2030 as its aims for a longer-term goal of being net zero.
March 7
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President Biden is set to sign an executive order this week that will outline the U.S. government’s strategy for cryptocurrencies, according to several people familiar with the administration’s plans.
March 7
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The cryptocurrency trading platform said it blocked wallet addresses related to Russian individuals or entities that it believes to be engaging in illicit activity.
March 7
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The Augusta, Maine, credit union has promoted its executive vice president, Stephen Wallace, to succeed H. Tucker Cole, who plans to retire in June.
March 7
