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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After Russian President Vladimir Putin recognized two self-proclaimed separatist republics in eastern Ukraine, lenders such as SocGen, UniCredit and Raiffeisen look increasingly exposed to the knock-on effects of financial sanctions by Western governments.
February 23
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The OCC and CFPB are investigating Bank of America for allegedly failing to protect tens of thousands of cardholders who reported fraud or were blocked from accessing their money at the height of the pandemic, according to sources familiar with the matter.
February 22
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John Grevas is director of product marking at Ohio National Financial Services. A 15-year veteran of the industry, Grevas specializes in life insurance and annuity products and finding ways to make the benefits they offer easier for clients to understand. He holds a master’s degree in journalism and communication.
February 22
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A new wave of cyberattacks is targeting banks and other companies, two research groups have found.
February 22
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With its $1.1 billion deal for Technisys, the onetime student-loan refinancer adds a banking-core software arm as it pushes beyond deposits and lending.
February 22 -
The credit union, founded in 1964 as the Conservative Baptist Credit Union, has changed its name to improve its appeal to prospective members.
February 22 -
Last year, just 30% of small-business owners received the total funding they were seeking, down from 51% just two years earlier, according to a new Federal Reserve survey. The findings suggest that two years into the pandemic, banks are having a difficult time assessing risk.
February 22
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Year to date through Dec. 31, 2021. Dollars in thousands.
February 22 -
Karen Church, who became chief executive in 1993, will step down on Feb. 25.
February 22
