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
-
On Beer's radar: AI, quantum computing, concentration risk
October 7
-
Piepszak kicked off the year stepping into the chief operating officer position, but she's taken herself out of the running for CEO.
October 7
-
The Most Powerful Women in Banking, No. 3, Marianne Lake, JPMorganChase
October 7
-
The Oklahoma City native, who joined Truist in early 2024, oversees a mix of businesses including commercial and corporate banking, commercial real estate, investment banking and wealth management.
October 7
-
Under Habner's leadership, Citi has become the third largest issuer in the U.S. general purpose credit card market.
October 7
-
Citi chief compliance officer Jennifer Taylor leads risk management across 180 markets while championing AI innovation and overseeing complex international divestitures.
October 7
-
Ghiawadwala, who climbed Mount. Kilimanjaro last year, is helping Citi's commercial banking business reach new heights.
October 7
-
Public sector banking doesn't have a line on Citi's income statement. But Monaco's global influence is threaded throughout the bank's work with government finance ministries, central banks and other sovereign entities.
October 7
-
Clients want payments in real-time, so Barker is leaning into RTP and FedNow. She's also all-in on treasury services powered by AI and analytics.
October 7
-
Under Stewart's leadership, the bank's commercial banking services gained 8% year-over-year growth in middle-market loans.
October 7
