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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Surjit Chana, a board member of Beneficial State Bank, a Harvard Fellow and a tech committee member of the Global Alliance for Banking Values, explains why there's a need for what he calls a moral architecture for AI
April 14
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During the bank's first-quarter earnings call, Jane Fraser dismissed a recent report that Citi is entertaining the idea of buying a large U.S. regional bank.
April 14
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Key Virtual Card builds on the bank's relationship with payments and card issuing infrastructure fintech Qolo and looks to compete with rivals such as Ramp, Airwallex and Brex that have been aggressively going after banks' corporate clients.
April 14
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The credit card company has issued a developers' kit to perform AI agent verification and aid merchants and shoppers, and is working with agentic AI protocols from other technology companies.
April 14
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As "blue zone" lifestyles and AI medical tech push human life expectancy over the century mark, retirement planners must ensure that "wealth spans" keep pace.
April 14
Toews Asset Management -
America's largest bank enjoyed strong performance in each part of the company, but especially its markets business. JPMorgan also kept credit in check, despite concerns about geopolitical conflict.
April 14
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The Federal Reserve's initial step toward doing away with paper checks is welcome, but any economy-wide transition must consider the needs of a variety of stakeholders, including many consumers who still rely on them.
April 14
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Goldman Sachs' earnings were stellar, and the other major will likely also be strong; but the details beyond the bottom line that are worth paying attention to.
April 14
American Banker -
Adjustable rate mortgages accounted for 12% of total home loan volume in March, reaching its highest share of the market since October 2022.
April 14
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Olga Cameron is the senior team lead for BenefitsVIP, where she leads a dedicated participant support team delivering concierge-level service to client Human Resources partners, employees, and their dependents. Serving as second in command to the BenefitsVIP Director, Olga plays a key role in the implementation and support of departmental technology platforms, including the BenefitsVIP Mobile App. She also actively participates in employee-facing webinars and prospect presentations, educating clients and participants on benefit programs while showcasing available support resources and mobile technology, and reinforcing the value of the BenefitsVIP service model.
April 13
