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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In a new lawsuit, a former Flagstar compliance officer says Alessandro DiNello fired him for investigating his suspected misconduct. In one lurid example, the former CEO allegedly revealed sensitive company information as a junior employee sat on his lap.
July 31
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The Federal Deposit Insurance Corp. withheld bonuses from former FDIC Chair Martin Gruenberg and four senior officials, whose names were redacted from the report, as part of "corrective action" for allegations of misconduct.
July 31
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A White House working group is calling for updated crypto regulations, AI-powered fraud detection and clearer guidance for banks.
July 31
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The bank's chief information, data and digital officer shared an update on AI initiatives across the company and how he's been securely scaling them.
July 31
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Jeff Wilcoxon is the Senior Strategy and Corporate Development Principal for VIU by HUB. He drives broader enterprise-level strategic partnerships for VIU, helps source and drive acquisition prospects that align with the VIU strategy, and develops strategies that help further position VIU to enhance its value proposition as a modern digital broker.
Prior to VIU by HUB, Jeff held leadership roles in corporate strategy and strategic partnerships at Nationwide Insurance. Other experience includes leading global consumer insights on the connected car strategy team at General Motors, strategy and operations consulting at Accenture, and various other roles in banking and consulting. Jeff is also an entrepreneur and co-owner of a fifth-generation family ice cream business where he assists with strategy, marketing, and financial planning in his spare time.
July 31
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Klarna Group Plc is considering reviving its potential New York initial public offering as soon as September, people familiar with the matter said, following a recent surge in fintech stock prices and strong debuts of US listings.
July 31
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Bob Fraser is the co-founder, CFO and chief macro strategist at Aspen Funds. An author, entrepreneur and podcast host, he is passionate about expanding access to institutional-caliber opportunities traditionally reserved for family offices and ultrawealthy investors.
July 31
