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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Moving on-chain isn't just a technology lift; it's about rethinking culture, compliance and coordination across legacy systems,
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The megabank is cooperating with a government request for information related to how it decides which customers to bank. It is the second large U.S. bank — along with Bank of America — to disclose such a probe.
November 5
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The Minneapolis-based bank is still exploring stablecoin options outside of custody services, but sees opportunity in trade finance, CEO Gunjan Kedia said at The Clearing House Annual Conference in New York Wednesday.
November 5
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A proposal to reduce the enhanced supplementary leverage ratio, implemented in the wake of the global financial crisis, risks bringing back the same sort of risky behavior that cratered markets in 2008.
November 5
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Large banks seem comfortable paring back their capital positions while they await an updated proposal on the so-called Basel III endgame. The rules are widely expected to be more lax than what was proposed during the Biden administration.
November 5
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The ICBA opposed Coinbase's filing for a trust charter in a public letter as Comptroller Jonathan Gould defended the fintech charter process on Tuesday.
November 4
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After more than a quarter-century as a regulator, Jason Sisack had planned to enjoy some time off before taking a new job. He reversed course once Carver, which is operating under an enforcement action, approached him.
November 4
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Comptroller of the Currency Jonathan Gould said Tuesday that chartering compliant fintechs is "the only way" to level the playing field between banks and nonbanks. His comments come as the Office of the Comptroller of the Currency weighs new trust charters and stablecoin rules.
November 4
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Woosung Chun is the Chief Financial Officer of
DualEntry , the AI-native ERP helping finance teams move from manual reporting to real-time visibility. He has deep experience in corporate finance, accounting, and strategic acquisitions, having previously built and led the M&A and Finance teams at Benitago, where he completed more than a dozen acquisitions in two years. A graduate of NYU Stern, he focuses on applying technology to modernize financial operations and redefine how controllers and CFOs work.November 4
