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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12 states have laws governing earned wage access, also known as on-demand pay, and while many follow similar general guidelines, small – yet critical – distinctions are emerging with each new regulation.
July 30
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Zorana Milovanovic, MBA, is a senior accountant specializing in ERP implementation, financial systems optimization and compliance in high-growth, regulated environments. She has supported end-to-end system transitions, often acting as a liaison between accounting, IT and audit teams. With business degrees from both the U.S. and Europe, she brings a cross-cultural perspective to internal controls, SOX readiness and policy design.
July 30
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The largest bank in Missouri, which completed the acquisition of Heartland Financial USA early this year, is on track to switch Heartland's systems over to UMB's systems in mid-October. The conversion should help realize "the next big slug" of expense savings, UMB's CFO said.
July 30
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Northeast Bank and its fintech lending partner Newity have engineered a surge in 7(a) loans that has helped the Portland, Maine-based bank boost profits as tightened regulatory standards made the loans harder to get.
July 30
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Many of the 100 banks in the BankTech Ventures consortium have expressed interest in using the data-sharing network.
July 30
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The GENIUS Act in the U.S. and MiCA in the EU are creating a path to the mainstream for digital assets, while Britain won't have crypto regulation until 2026.
July 30
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A FICO survey shows 33% think exaggerating income on credit applications is acceptable. Ironically, many also prioritize strong fraud prevention from banks.
July 30
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Proposed cuts to the Treasury's Office of Financial Research would deprive the government of vital insight into the financial markets at a time when the sector is experiencing major disruptions.
July 30
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The bank partnered with the cryptocurrency exchange platform to connect Chase customer accounts and services directly to Coinbase wallets next year.
July 30
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JPMorganChase and Apple are reportedly close to an agreement that would see the country's largest bank take over the Apple Card portfolio from Goldman Sachs.
July 30
