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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Federal Reserve Bank of Richmond President Tom Barkin said economic uncertainty should ease in the coming year as businesses gain confidence in sustained demand and adapt to the new policy environment.
January 6
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The effort by the Consumer Financial Protection Bureau, meant to benefit borrowers, has instead led to higher delinquency rates, increased defaults and more loans being sent to collections.
January 6
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Bill spent 30 years at growth-oriented healthcare companies as a controller, chief financial officer and president. He's led multiple acquisitions ranging in size from a few hundred thousand dollars in revenue to hundreds of millions. Bill also led sourcing, due diligence, financing and financial integration for these transactions.
January 5
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Andrew Duke is the CEO of the Online Lenders Alliance. He previously led the Consumer Financial Protection Bureau's Consumer Education and External Affairs division.
January 5
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New disclosures show the ransomware attack on the marketing vendor affected far more community banks and credit unions than initially estimated.
January 5
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Even as oil stocks jump and lawmakers clash over Trump's decision to intervene in Venezuela, experts say U.S. banks face little short-term risk, and any energy payoff is years away.
January 5
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First Federal Bank stretched its retail mortgage operations into Louisiana and Mississippi, following its expansion into the Midwest and Arizona in 2023.
January 5
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Matt Bucklin is the founder of
ExchangiFi , a capital markets platform that enables ETF issuers to raise seed capital through Section 351 tax-deferred exchanges. Previously, he founded Valley Cove Capital, a search fund focused on small business acquisition and growth. He is based in West Palm Beach, Florida.January 5
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The bank's Kinexys blockchain unit processes a fraction of the institution's overall payment volume. It's betting that an appetite for the technology's promise of speedy processing and liquidity will make that larger.
January 5
