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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The bill imposes a $10 fee on transactions under $500 with an additional 2% fee for transactions exceeding that threshold. It comes amid continued pressure from the Trump administration, which has been pressing states to enforce its restrictive immigration policies and mass deportations.
June 5
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A credit union service organization is buying the division, which includes mortgage services provider QRL, while the seller repositions its home loan business.
June 5
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The suit tests an unusual theory: that a borrower's lawyer crossed from representing a client into joining a $145 million fraud.
June 5
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Republican Sen. Joni Ernst is calling for more scrutiny of 10 lenders that were ejected from a Department of Agriculture program. Several of the lenders are pushing back, questioning officials' characterizations of their lending results and announcing appeal plans.
June 5
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The Bureau of Labor Statistics Friday reported that the economy added 172,000 jobs in May and revised March and April's employment upward, making the Federal Reserve less likely to cut interest rates to support the labor market in the near term.
June 5
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As more banks pursue tokenized deposits, TCH is enabling clearing and settlement for transactions between institutions.
June 5
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A study released by Ficomm Partners and Absolute Engagement found that nearly 9% of high net worth investors turned to AI over a human for referrals. This shift in referral inquiries offers advisors an opportunity to deepen digital presences.
June 5
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Median total compensation for certified financial planners climbed to $195,000 last year. But pay varied widely, depending on factors like experience and type of firm worked at.
June 5
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The joint advisory by the Financial Crimes Enforcement Network, banking agencies and the Internal Revenue Service issued guidance for banks to detect unauthorized employment schemes as part of the administration's broader immigration crackdown.
June 5
- AB - Policy & Regulation
All 11 Democrats on the Senate Banking Committee are backing a bill that would restore and lock in funding for the Consumer Financial Protection Bureau.
June 5
