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 core provider is conducting a review of its offerings after a 21% decrease in earnings per share and a drop in revenue from its core banking sector.
August 7
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President Donald Trump's administration has reportedly sent a letter to Federal Reserve Gov. Lisa Cook detailing his reasons for finding cause to remove her from office after the Supreme Court ruled in her favor earlier this summer.
August 7
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Near-term expectations for price growth fell in the latest consumer sentiment survey from the Federal Reserve Bank of New York, but remains above the central bank's target across all time horizons.
August 7
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The CFPB is still without a permanent director, KeyBank has completed its acquisition of Clearwater UK, Flagstar's private bank has launched an insurance agency and a suite of discretionary managed investment portfolios, and more in this week's banking news roundup.
August 7
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Amex GBT is using Anthropic's Claude to help travelers navigate searches, and plan and book itineraries, betting the complex and common practice of booking corporate travel will attract users.
August 7
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Effi Fuks-Leichtag is Chief Product Officer of ERGO NEXT Insurance, where he leads product, data, marketing, and AI innovation. He brings extensive experience building and scaling technology products and organizations. Before joining ERGO NEXT, Effi was VP of Consumer Products at Yelp, overseeing consumer growth, core product experiences, search, personalization, and other key initiatives. Earlier in his career, he founded and led product teams at several startups, including Fribiz, ExPOS, Kifi, and Complete Labs.
August 7
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Senate Majority Leader John Thune, R-S.D., said the cryptocurrency market structure bill will be considered "first thing" after senators return from recess in September.
August 7
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As AI tools take over more of the research, drafting and prep work that once taught new advisors the job, firms are racing to figure out what should replace it.
August 7
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In a letter to the Federal Reserve and Office of the Comptroller of the Currency, Sen. Elizabeth Warren, D-Mass., questioned the decision to allow a Texas bank to change charters while under a cease-and-desist order related to money-laundering controls.
August 7
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The economy lost 23,000 jobs in July, but the unemployment rate ticked down to 4.1% all the same. The development could embolden both hawks and doves at the central bank.
August 7
