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
-
In a still challenging CRE market, McShane emphasizes careful underwriting and sticking to fundamentals.
September 24
-
Following the bank's acquisition of Heartland Financial, Wilson and her team have been in "extremely heavy lifting" mode.
September 24
-
Last year, Wolverton implemented a new AI fraud detection technology that helped to reduce fraud and operational losses by $3.2 million.
September 24
-
During the past three years, Menelik has launched CSG services for eight new verticals including one for Native American tribal and corporate banking.
September 24
-
Skalicky has found new niches, including cannabis-related equipment financing, to grow her community bank.
September 24
-
As chief credit officer, Chausse oversees credit quality on outstanding loans totaling about $50 billion.
September 24
-
Kobjerowski has held a variety of positions at FNBO, and said the key to her success is staying curious and constantly learning.
September 24
-
Stanley oversees 7,000 clients spanning six core businesses worth a combined $14 billion.
September 24
-
The long-serving CEO's North Star is a commitment and dedication to the community.
September 24
-
As part of a 10-year growth strategy, Reid is looking to reduce the average age of the bank's customers.
September 24
