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
-
BayFirst Financial, which has reported problems with SBA loans, expects to reach an agreement with its regulators in connection with credit administration and other issues.
October 31
-
Ulf Brüning is Principal and International Client Executive Leader at Global Risk Consultants based in Darmstadt, Germany. He has spent nearly 20 years with the company helping some of the world's most successful businesses identify risks and shape their risk management strategies.
October 31
-
A report from J.D. Power indicates that the neobank Chime gained the highest percentage of newly opened checking accounts in the third quarter of 2025.
October 31
-
The court upheld the Federal Reserve Board's right to block Custodia from direct access to its payment systems. The bank is considering asking for a rehearing.
October 31
-
The Tacoma, Washington-based bank, which has completed two mergers since 2023, said Thursday that it will buy back up to $700 million of its own shares over the next year.
October 31
-
New York State's former top regulator Adrienne A. Harris has rejoined Sullivan & Cromwell as of counsel and senior policy advisor; Founders Bank appointed Karen Grau to its board of directors; Deutsche Bank's DWS Group is opening an office in Abu Dhabi; and more in this week's banking news roundup.
October 31
-
-
Earned wage access provider EarnIn, which historically has been known for direct-to-consumer EWA, is now offering a payroll software solution. The move comes as consumer advocate groups step up efforts for stricter regulation of the industry.
October 31
-
As the political dispute drags on, there are implications beyond government disbursements, potentially harming corporate cash positions and the larger economy, according to payment experts from Billtrust and research firms.
October 31
-
R. Dale Hall, FSA, MAAA, CERA, CFA is Managing Director of Research for the
Society of Actuaries Research Institute (SOA) . In his role, Dale is responsible for managing research projects and experience studies across the SOA's wide variety of actuarial practice areas and markets and coordinating strategic research partnerships. Additionally, Dale hosts the SOA'sResearch Insights Podcast and has appeared on behalf of the SOA in a variety of media outlets including NPR, C-SPAN and National Geographic.Prior to joining the SOA in 2013, Dale spent over 20 years in the US insurance industry, primarily as Chief Actuary for the Life/Health companies of COUNTRY Financial and as an adjunct professor in the actuarial science program at Illinois State University.
October 31
