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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In her first public appearance since President Trump moved to fire her from the Federal Reserve Board of Governors, Fed Gov. Lisa Cook reiterated her commitment to bringing inflation under 2% and said that the labor market remains "solid."
November 3
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Financial literacy advocate John Hope Bryant has joined with a Los Angeles-based developer in an effort to raise up to $300 million from banks to preserve and construct low-income housing around the country.
November 3
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Bankruptcies at First Brands and Tricolor should be a wake-up call for banks exposed to the private credit market. Banks should treat indirect lending to shadow banks as a high-risk activity that demands active oversight.
November 3
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AI is transforming legacy modernization efforts as Wells Fargo builds systems for agents to take on humanlike tasks and interact with one another.
November 3
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The buy now/pay later firm, which reports earnings Thursday, has inked deals with Worldpay to expand potential borrowers and with New York Life to obtain more capital for future lending.
November 3
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Dr. Shlomit Wagman is a fellow at the Harvard Kennedy School's Mossavar-Rahmani Center for Business and Government and Allan Lab. She previously chaired the Financial Action Task Force risk working group, held a senior role at the Egmont Group and MONEYVAL at the Council of Europe, and led Israel's Financial Intelligence Unit. She earned her Ph.D. and LL.M. from Yale Law School.
November 3
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Michael Magnan, founder and CEO of AdvizorPro, is a leading wealth management and financial advisor intelligence platform for smarter prospecting.
Prior to AdvizorPro, he was the vice president of new product development for Nasdaq eVestment.
November 3
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Community banks are often pressured by regulators to hold significantly higher capital than regulations require, using one-size-fits-all rules of thumb. Well-managed community banks deserve the ability to make the case for lowering their capital levels.
November 3
- ab regulation lead
A bottleneck at the Small Business Administration in clearing federal small business loans because of the ongoing federal government shutdown is becoming an increasingly urgent issue for small and even some midsized banks.
November 3
