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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The Federal Savings Bank in Chicago got hit with a federal consent order after the Office of the Comptroller of the Currency found that the bank blasted veterans with millions of deceptive ads.
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While last year was the best for origination income since 2022, annual net servicing revenue for mortgage bankers was approximately 70% below 2024's level.
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The stablecoin provider recently applied for a national trust bank charter from the OCC after acquiring a New York trust charter last year.
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The credit card lender, which is scheduled to report first-quarter earnings April 23, followed its release of an agentic commerce kit by agreeing to acquire Hypercard, a Sam Altman-backed company that uses AI to support expense management.
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Farrukh Alimov is team lead for portfolio valuation and fund advisory services at Withum, an accounting and advisory firm.
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Federal Reserve Gov. Stephen Miran Thursday said that the Iran war and tariffs will not have long-term impacts on inflation, but did say he is reconsidering his rate cut outlook for the year.
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The Office of the Comptroller of the Currency sent an interim final rule to the Office of Management and Budget that would preempt a controversial Illinois state law banning the collection of interchange fees on taxes and tips interchange.
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This week's Freddie Mac mortgage rate survey shows rates at the lowest in four weeks, but homebuyers are giving mixed signals even with improved purchase power.
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The Providence, Rhode Island-based bank is analyzing its 14-state branch network and plans to unveil details of a branch optimization plan by midyear, executives said.
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Anshul Agrawal is the founder ofJune15 Consulting , a Toronto-based consultancy that helps public accounting firms of all sizes with direct ownership offshoring in Argentina, India and the Philippines. He is also the host of theAccounting Trailblazers Podcast. April 16
















