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
-
Eighty percent of banks plan to spend more to strengthen their safeguards against malware, phishing and other threats in the next 12 months, but only about half are vetting their defenses each year, according to a new Arizent survey. Read on for more findings.
February 24
-
Buying BT Holdings in Texas will take the Louisiana bank close to the size where it would face increased regulatory scrutiny and a reduction in interchange revenue.
February 24
-
Sol Hersh is the president at Presults, a leading archiving and compliance solution for registered investment advisors.
The Presults solution covers SEC and FINRA requirements for archiving emails, websites and social media platforms — with an innovative approach to flagged keywords.
February 24
-
-
Senate Banking Chair Sherrod Brown said Thursday he will try again next week to advance President Biden’s five Federal Reserve picks past a blockade led by ranking Republican Pat Toomey on Sarah Bloom Raskin’s nomination to vice chair of supervision.
February 24
-
Cheryl DeBoer will step down in early 2023 as president and CEO of the $2.7 billion-asset credit union, which has not yet named a successor.
February 24
-
The $2.3 trillion-asset company plans to scrap the charges by this summer. It joins Capital One and Ally in doing away with the fees, which face pressure from Biden-era regulators.
February 24
-
The Houston bank negotiated the agreement with the National Community Reinvestment Coalition after closing its merger with BancorpSouth. That deal created a lender with $50 billion of assets and operations in nine states.
February 24
-
The move confirms speculation that the Federal Housing Finance Agency would return to a pre-pandemic plan to tighten requirements for mortgage lenders and servicers that work with two government-sponsored enterprises.
February 24
-
Billing is becoming part of faster payments, a development the bank contends makes paper-based B2B payments "unsustainable" for businesses facing equipment and staff shortages.
February 24
