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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Involuntary medical debt continues to impair the credit of an untold number of otherwise creditworthy Americans. Federal courts have left the door open for Congress to amend the Fair Credit Reporting Act in a way that would address the problem.
April 21
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Iran is charging tolls to cross the Strait of Hormuz, and demanding payment in crypto, which helps it both raise money and evade U.S. sanctions.
April 21
American Banker -
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The largest banks have increased their venture capital investments in AI startups by 21% over the past two years. They're looking to "co-shape" technology so that it meets their needs.
April 20
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Cryptocurrencies and stablecoins — popular topics following the passage of the GENIUS Act — got less attention last week from big-bank CEOs.
April 20
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The annual Diamond Consultants advisor transition tracking study identified the winners and losers of 2025. But it also noted how quickly things can change.
April 20
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Wells Fargo CEO Charlie Scharf said bankers and economists are broadly against lowering interest rates now, given uncertainty from the Iran war.
April 20
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Banks are pushing back on the Consumer Financial Protection Bureau's draft of a five-year strategic plan, which includes a notable pullback from supervising nonbanks.
April 20
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Julio Pernía is the founder and CEO of Bdeo.
Pernía is a leading entrepreneur with experience across multiple technology sectors. In 2006, he founded Reparanet, the largest SaaS platform for repair companies in Spain. He also co-founded Director11, a sports management SaaS platform that is currently the most used product in Spain's La Liga.
April 20
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Akash Agarwal is the founder and CEO of Pibit.AI. He leads the team behind CURE™, a unified underwriting decision framework designed to bring clarity, structure, and transparency to modern underwriting.
April 20
