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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Banks are struggling to integrate artificial intelligence into their operations, and one of the major stumbling blocks is regulatory uncertainty. Supervisors need to set clear rules of the road as soon as possible.
December 10
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A new bill from Sens. Katie Britt, R-Ala., and Catherine Cortez Masto, D-Nev., would streamline the Securities and Exchange Commission's small-business surveys, which the agency uses to consider the needs of small businesses in rulemakings.
December 10
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The student lending giant offered forecasts of future earnings that were far below Wall Street's expectations. In recent months, Sallie Mae has been upbeat about the new opportunities it sees under the Trump administration.
December 9
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PayPal and other fintechs already offer small business loans based on future payment flows, creating a competitive market.
December 9
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The lawsuit alleges the fintech giant secured its own corporate data with strong MFA while leaving client systems vulnerable to compromise.
December 9
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A federal court cannot modify a preliminary injunction to compel the acting director of the Consumer Financial Protection Bureau to request funding for the agency, the Department of Justice said.
December 9
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The Texas-based community bank is turning itself into a "digital asset financial institution" as the Trump administration pushes crypto-friendly policy and other banks make their bids.
December 9
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KeyCorp CEO Chris Gorman said Tuesday that the bank has doubled its buyback plans for the fourth quarter and laid out a new long-term profitability target. The comments came a few days after HoldCo Asset Management issued a scathing report about the bank's performance.
December 9
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Phillip Toews is the CEO and a portfolio manager of the Toews Funds and Toews Agility Shares ETFs. He is a co-founder of the Behavioral Investing Institute and has appeared on CNBC, Bloomberg TV/Radio, Fox Business News and is quoted frequently in financial publications. His most recent book is "
The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy " (Harriman House 2025).December 9
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