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
-
Models, data and workflow are all important, but proprietary workflows create a competitive edge.
August 5
-
The fintech's network lets banks and fintechs share results of KYC and KYB checks, known bad-actor lists and other customer information. A key use case: helping sponsor banks monitor their fintech partners' compliance with banking regulations.
August 5
-
Oleg Tishkevich is a prominent entrepreneur and technology innovator in the wealth management industry.
He is the founder and CEO of Invent, a cloud-native data and integration software company that supports financial advisors and independent RIAs, helping them streamline their data and operations to scale their businesses effectively.
August 5
-
The latest in a new breed of bank competitors is Zaria, a servicer of traditional and digital asset-backed loans for institutions, which has requested a national trust bank charter from the OCC.
August 5
-
Francis Mainville, CFA, CPA/ABV, is a senior managing director at
Valuation Research Corporation specializing in the valuation of complex securities.August 5
-
Adam Smith, ASA, ABV, is a managing director at
Valuation Research Corporation with over 25 years' experience in the valuation industry.August 5
-
A new Federal Reserve Bank of Boston report shows bank lending to private credit has grown over the past decade, though insight into the opaque lending market is limited.
August 5
-
-
Congress has little time to move on the CLARITY Act before it breaks for recess. But even that bill won't ensure the future for stablecoins.
August 5
-
If the Federal Reserve wants to keep the U.S. dollar competitive in the 21st century it must move boldly to declare dollar-backed stablecoins equivalent to other forms of money.
August 5
