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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Mike joined Simply Business in April 2018 and is Vice President of Insurance Panel and Partnerships and a member of the US Executive Leadership Team. In his role, Mike is responsible for driving product growth with new and existing panel insurance carriers as well as expanding Simply Business's distribution reach through strategic partners. Collaborating with insurance carriers, Mike's team helps bring new insurance products to market that benefit business owners while meeting small business customers where they are via distribution partnerships.
Mike brings 20 years of commercial property and casualty experience to Simply Business, having had previous underwriting and distribution roles at Liberty Mutual Insurance. Mike earned his bachelor's degree in finance from Bentley University in 2003 and his CPCU designation in 2009. Mike resides in the Greater Boston area with his wife and two sons.October 11
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Meghan Shue of Wilmington Trust sits down with Mary Ellen Egan of American Banker to discuss her business and what she's telling clients now.
- Video Video A top investment banker's views on M&A, the markets, and making it in financial services
Aiyengar discusses the dynamics of today's market and the challenges and opportunities of her role.
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Solita Marcelli of UBS discusses wealth management's future, leadership, and why risk management is the heart of the industry.
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Jill Gateman, Head of Corporate Banking and Specialized Finance at TD, and American Banker's Mary Ellen Egan discuss the dynamics of banking today.
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The Chief Wholesale Banking Officer at Truist in conversation with Chana Schoenberger, Editor-in-Chief of American Banker, about her business.
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The Office of Management and Budget issued reduction in force notices to Treasury staff working in the Community Development Financial Institution office Friday, saying that the layoffs are necessary to "implement the abolishment" of the fund.
October 10
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Former City National CEO Kelly Coffey has a new venture in wealth management; Erin Siegfried is Northwest Bancshares' new chief legal counsel and corporate secretary; Flagstar Bank secures OCC approval to merge its holding company into the bank; and more in this week's banking news roundup.
October 10
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Artificial intelligence offers debt collection companies the opportunity to vastly improve margins while achieving higher levels of regulatory compliance and maximizing scalability.
October 10
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The regional bank has launched a digital student banking center that's part of a broader strategy to focus on relationship-building.
October 10
