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 deal bolsters Zions' ability to serve multifamily customers and creates a natural extension of its affordable housing lending program, management said.
August 3
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The card network is buying behavioral fraud detection already running at three of the four largest U.S. banks, including Wells Fargo.
August 3
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Trust protectors can help protect against irresponsible trustees and other dicey situations that could put grantors' wishes at risk, estate lawyers say.
August 3
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In a webinar last week, Humanity Labs CEO Andrei Pop discussed "the transformative power" he said Mariner's new AI workforce will bring to the firm.
August 3
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The frontier AI model provider confessed its agents broke out of their sandboxes three times to attack other companies' systems. The incidents are a warning for banks to remain vigilant while embracing the new technology.
August 3
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The card network closed on a $1.8 billion deal to acquire a company that connects digital currencies and traditional money, a key bridge as more non-crypto natives embrace digital assets.
August 3
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The second-largest U.S. bank provided an update to investors about the consent order issued by the OCC in 2024, saying a resolution may include monetary penalties.
August 3
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Fintech founder Randy Fernando launched his latest startup, an AI-focused software provider for banks called Maximum, with $30 million in seed funding.
August 3
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Steven B. Sands is a 40-year Wall Street veteran and professional investor.
August 3
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Dennis Willette is SVP and Head of Westfield Specialty Environmental, where he's worked since 2023. He has more than 10 years of experience in the environmental liability insurance market. Prior to his insurance career, he was an environmental scientist.
August 3
