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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Citigroup created a new team inside its trading division that will focus on working closely with minority depository institutions and diverse broker-dealers and asset managers.
February 2
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The coronavirus and economic impediments have made it hard for credit unions to add members in recent years. Yet efforts to adapt to less face-time with customers, rev up auto lending and refine other aspects of their businesses are starting to pay off.
February 2
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Congress waited too long to address the out-of-control housing market, leading to a crisis in 2008. Now, with home prices soaring and the government-sponsored enterprises' portfolios at record levels, lawmakers are in danger of repeating that mistake.
February 2
Federal Housing Finance Agency -
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The "super app," which incorporates shopping, savings and other offerings, was well received by PayPal's users, but inflation and supply chain issues are likely to weigh on spending through the first half of this year, CEO Dan Schulman said.
February 2
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The online lender and challenger bank is offering customers a way to shop and receive cashback rewards at 20,000 merchants from its app.
February 2
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Lily Styrmoe CFP®, CSRIC™ is an advisor with TCI Wealth Advisors passionate about aligning financial goals and values to protect the environment for future generations. She is an industry recognized leader in sustainable, responsible and impact investing. To learn more, visit,
tciwealth.co/sustainability .February 1
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Wages, marketing spending and technology investments are all on the rise. While higher interest rates should eventually help tame inflation, it's not clear how quickly banks will be able to limit their spending increases.
February 1
