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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Equity Bancshares is expanding into Nebraska with the proposed acquisition of Omaha-based Frontier Holdings; Valley National Bancorp taps Patrick Smith as its new president of consumer banking; Northern Trust in Chicago promoted Michael Hunstad to president of asset management; and more in this week's banking news roundup.
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Jeffrey Stanley and Mark Paverman have been charged with mismanaging Synapse Brokerage accounts and failing to preserve emails and instant messages, among other things.
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Kunju Kashalikar is vice president of product management at Pentaho with deep expertise in product development, data management and AI/ML technologies. Kashalikar has a proven track record of delivering products and solutions in the hybrid cloud in data management and Edge, leveraging design thinking.
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A Republican-led effort to raise Bank Secrecy Act reporting thresholds gains momentum amid debanking rhetoric as lawmakers eye must-pass defense authorization as vehicle for financial regulatory reform.
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There is conclusive evidence that stablecoin adoption does not lead to deposit runoff at community banks. This should give bankers the confidence to grow their businesses by offering stablecoin-related services.
September 5
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The Canadian institution plans a U.S. tokenized deposit, contending that it can help banks keep and grow deposits amid threats from fintech-issued cryptocurrency. Founder and President David Taylor is encouraging others to do the same.
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Founder and executive chairman Edward Nigro will step back into the top executive spot after Ryan Sullivan informed the company he didn't plan to renew his employment contract.
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Mark Piszko, CPA, is a partner at
PKF O'Connor Davies . He has nearly 40 years of experience in providingauditing and consulting services to a wide variety of not-for-profit entities, including charitable organizations, religious entities, educational and cultural institutions and social services agencies that receive government funding. He is the partner-in-charge of the firm's not-for-profit practice area and is the firm's quality assurance partner for single audits.September 5 -
The Bureau of Labor Statistics reported that the economy added 22,000 jobs in August, raising the unemployment rate to 4.3% and providing additional cover for the Federal Reserve to lower interest rates in September.
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