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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One advisor calls the expected transfer a mirage; others say it may simply unfold more slowly and require more intentional planning.
August 4
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JPMorganChase, Bank of America and Deutsche Bank likely violated federal anti-money-laundering laws in connection with the finances of notorious sex offender Jeffrey Epstein, according to a report by Democratic Sen. Ron Wyden.
August 4
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Opponents argued that Provident Bank, which bought Lakeland in 2024, had yet to disburse millions of dollars remaining on a mortgage subsidy fund.
August 4 -
Securities and Exchange Commission Chair Paul Atkins' effort to rein in the agency's bureaucrats is a welcome move. However, hundreds of firms damaged by unconstitutional prosecutions deserve public exoneration.
August 4
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Looking at the competitive structure of the core-provider business illustrates why challengers have such a hard time winning business from the big three.
August 4
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Consumers increasingly trust third-party AI tools nearly as much as their own bank, according to recent survey data. Industry experts lay out what banks need to do now to keep their edge.
August 4
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Kristin Turner is an accomplished human resources executive with a strong track record of driving talent, culture, and leadership strategies across higher education, global enterprises, and high-growth startups. She currently serves as Assistant Vice President of Human Resources, Learning & Development at the University of Colorado System Administration office. Kristin holds an M.A. in Human Resources and Industrial Relations from the University of Minnesota's Carlson School of Management and a B.S. in Business Administration from the University of Colorado Boulder. She is also a certified leadership coach and an active mentor and board member, passionate about helping leaders and organizations grow with purpose.
August 3
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A portfolio review initiated by BCB Bancorp's new CEO, Tom O'Brien, led to a spike in nonaccrual loans at the Bayonne, New Jersey-based bank.
August 3
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The competitive and controversial leader, who will stay on the board, oversaw rapid growth but also a massive downsizing, and a notorious mass firing over Zoom.
August 3
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RIA owners may feel a "moral dilemma" when considering selling their firms to private equity-backed acquirers. But that didn't prevent PE involvement from reaching a record high in M&A deals in the second quarter.
August 3
