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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Dan Schuleman is the co-founder and CEO ofQumis , a lawyer-built, AI-powered insurtech transforming how insurance professionals read and interpret policies. Before founding Qumis, Dan was Associate General Counsel at Kin Insurance, where he helped scale the company and navigate complex regulatory environments. He previously practiced insurance coverage law at Am Law 200 firms, advising insurers and policyholders on high-stakes commercial claims. Dan holds a J.D. from the University of Illinois College of Law and a B.A. with honors from Northwestern University.June 27
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Time is running out for the 90-day pause on most of President Trump's tariffs. But at least two bank CEOs are confident there won't be a summer sequel to "Liberation Day."
June 27
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The company sought to pay far less than a New York court had imposed as a result of the lawsuit the SEC brought against it. In a twist, the new SEC leadership argued on the company's side against the prior administration's position.
June 27
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Republicans pulled a $52B foreign bank tax after Bessent says he struck a global pact, easing industry fears.
June 27
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Texas' SB 1281 introduces harsher penalties — up to life in prison — and targets check fraud as banks report rising financial crimes tied to stolen mail.
June 27
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Kelly Welch is an Executive Strategy & Compliance Advisor with Equity Resources, a Newark, Ohio-based mortgage lender, which is a member of the Community Home Lenders of America.
June 27
- Yahoo Finance Feed
Richmond, Virginia-based Atlantic Union Bankshares has sold $2 billion in performing commercial real estate loans to Blackstone Real Estate Debt Strategies.
June 27
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Truist Financial is bulking up its commercial and corporate banking arm by hiring senior executives from rival firms and promoting from within; F.N.B. Corp launches a $46 million-dollar community development program focused on Main Street revitalization; buy now/pay later lender Affirm extends its partnership with Moore Capital through May 2027; and more in this week's banking news roundup.
June 27
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Arizona Financial Credit Union cuts exception resolution time by 80%
June 27
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The Florida man admitted to opening over 100 fake TD Bank accounts in exchange for bribes, leading to $72,000 in fraud losses at the bank.
June 27
