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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As clients ask advisors for help navigating caregiving resources, advisors who are able to provide trusted referrals may find clients return the favor with referrals of their own.
August 12
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Amid threats from immigration policy and emerging fintechs, International Money Express, a global remittance company and $500 million acquisition target for Western Union, reported a 18% year-over-year decline in revenue in the second quarter with analysts questioning whether the purchase holds the same value as it did a year ago when the deal was first announced.
August 12
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The company, which says it serves 93% of credit unions, expects most key processes to run by mid-August. Its status page still said "Investigating" Wednesday.
August 12
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The move gives Bank of America a stronger foothold in the Indian market by investing in one of the fastest-growing financial firms in the region.
August 12
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Long Island-based Dime Commercial Bancshares, which continues to transform itself from a thrift into a commercial bank, is eyeing additional expansion in the Garden State.
August 12
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Jessica Martinez is the U.S. policy director at Fireblocks. Previously she served as senior director of government relations at the Blockchain Association, staff director of the U.S. Congress Joint Economic Committee, partner at Franklin Square Group, legislative director and deputy chief of staff in the U.S. House, and special advisor at the Federal Communications Commission.
August 12
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This is the first in a three-part series on measuring AI impact. Subsequent pieces will explore related organizational and methodological challenges.
August 12
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Apple Inc.'s Jennifer Bailey, the longtime head of Pay and Wallet services, is retiring after more than two decades at the company, adding to a sweeping changing of the guard at the iPhone maker.
August 12
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Lars Holdgaard is the founder of
Debitura and has more than 10 years of experience across debt collection, accounts receivable, technology and startups. He previously led product and technology work for software used in financial administration and receivables management.August 12
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The cash-and-equity deal will add a fast-growing ETF issuer to the Wall Street giant's roster of offerings.
August 12
