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 competition for diners' spending heats up, the card company agreed to pay $700 million for the European reservation and management platform.
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A letter released publicly from the Government Accountability Office on Monday underscored previously raised concerns about the Federal Deposit Insurance Corp.'s lack of "rotation" requirements for case managers on bank supervisory teams.
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Jason Flashberg, CPA is a tax partner in the Westlake Villages, California office ofHCVT CPAs .June 15 -
Analysts say Payoneer is an attractive addition in a market where fast-moving developments in international payments, AI and digital assets are pressuring payment companies to scale quickly.
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Justin Goff is the director of technical delivery at Hylaine, a values-first technology consulting firm that works with property & casualty, life & annuity, health, specialty & Lloyd's, and reinsurance to modernize and simplify the technology behind the insurance business. With nearly two decades of experience in advanced analytics and AI-driven solutions, Justin focuses on delivering scalable, real-world outcomes — helping organizations turn complex data challenges into operational results that drive performance and growth.
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Despite predictions of mass white-collar job losses from AI, two major firms have chosen the "human plus AI" approach.
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Bernard Horn is president and portfolio manager of Polaris Capital Management, a leading Boston-based global and international value equity firm. He founded Polaris in 1995 to expand his existing client base dating to the early 1980s. His pure global value philosophy combines investment technology with traditional fundamental research.
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Fiserv's former CEO Michael Lyons has left the technology seller to become CEO of Truist Financial 18 months after taking the job. Takis Georgakopoulos will assume the financial technology seller's top job.
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The North Carolina-based regional has recruited Michael Lyons to serve as CEO, starting Sept. 1. Lyons will replace Bill Rogers, who plans to retire in April 2027.
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