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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A national bank charter will help UBS Bank USA to expand offerings for wealth management clients, according a company memo.
October 27
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The New York-based bank, which works with many Democratic campaigns, faces investor concerns that it might be targeted by the Trump administration. CEO Priscilla Sims Brown says the bank's "strong profitability" is its best shield from political threats.
October 27
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Al isn't coming to lending-it's already here, and it's rewriting the rules. In this high-impact session,
October 27
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The Ohio bank is working with Alloy Partners to build startups in fintech, payments and wealth management even as it acquires multiple banks this year.
October 27
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Huntington's $7.4 billion acquisition of Cadence would give the Ohio-based bank a top-five market share in both Dallas and Houston. It comes just a week after Huntington closed its last Texas acquisition.
October 27
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In an expanded partnership announced Monday, the card network and payment fintech will enable hundreds of millions of consumers and tens of millions of merchants to use new forms of artificial intelligence for shopping and payments.
October 27
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Small businesses operate on significantly tighter margins than large enterprises.
October 27
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Jeff Lipton is The Bond Buyer's Market Intelligence Analyst. He brings over 25 years of experience in municipal credit and market strategy, to the role, most recently as Managing Director and Head of Municipal Credit & Market Strategy at Oppenheimer & Co. Inc. He previously held leadership roles at MetLife, Neuberger Berman, and Robeco, and is widely recognized in the financial press for his commentary and thought leadership across the municipal finance landscape.
October 27
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Small businesses are demanding more from their financial partners—speed,
October 27
