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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Rachel Farris, CPA, is the founder of
TaxStackAI.com , a company dedicated to helping small accounting firms modernize through AI-powered tools. She also leads her own accounting practice, where she focuses on strategic tax planning and advisory services. She frequently presents at national conferences, contributes to podcasts, and leads continuing education sessions for accounting professionals. She has been recognized as one of America's Top 200 CPAs and named among the 40 Under 40 Top Accounting and Tax Professionals.October 24
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Some customers reportedly complained about getting locked out of their accounts after signing up for the bank's new Strata Elite credit card. "We feel like we have done the right thing for all of our good customers," Pam Habner, Citi's head of U.S. branded cards, said Tuesday.
October 24
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The Long Island-based bank hasn't been profitable in eight quarters, but executives maintain that it's on the right path, citing more loan book diversity, lower expenses and an improved margin.
October 24
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From baby boomers' family needs to the fearlessness of Gen Z, three bank executives discussed the work habits of different age groups at American Banker's Most Powerful Women in Banking conference.
October 24
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Alex Mechling, JD, serves as Director of Go-To-Market Strategy and Carrier Management at Paychex Insurance Agency. A benefits consulting leader with over 12 years in the field, he holds deep expertise in employee benefits, strategic planning, and digital health solutions. His professional background spans startups, private firms, and publicly traded companies, where he is recognized for driving growth through cross-functional alignment and talent development.
October 23
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The bank asks a federal court to toss claims from five certified classes, arguing victims have been paid and that fraudsters are included in the suit.
October 23
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BNY's Carolyn Weinberg believes blockchain technology could be the key to an always-on operating system for the New York-based custody bank.
October 23
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The Richmond, Virginia-based bank expects to build 10 branches in Raleigh and Wilmington, North Carolina, over the next three years. M&A is on the back burner as the company also works to capitalize on its recent acquisition of Sandy Spring Bank in Maryland, CEO John Asbury said.
October 23
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The North Carolina bank is the latest lender impacted by the bankruptcy of U.S. auto parts maker First Brands. First Citizens executives said credit was in good shape overall.
October 23
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The agents could overcome the consumer inertia that keeps people in low-yield bank accounts, the consultants say.
October 23
