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 30-year fixed rate mortgage average not only remains where it was in September, it is still nearly a half-percentage point above February's trough.
June 4
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Valuation experts say RIA purchasers are most attuned to organic sources of growth — assets from new and existing clients. But market gains also play a role.
June 4
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Ross Sinclair is founder and CEO at EIP. Ross has over four decades of experience in the insurance industry and founded EIP over 20 years ago. As one of the founders of EIP he has helped transition the core business from delivering managed services on device insurance to its position today as a market-leading software provider. Before EIP, Ross was on the insurance board of Carphone Warehouse.
June 4
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The heads of the Federal Deposit Insurance Corp., National Credit Union Administration, Office of the Comptroller of the Currency and the Vice Chair of Supervision at the Federal Reserve are slated to appear before the House Financial Services Committee Thursday morning.
June 4
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The agency is in discussions with the rent-rewards fintech regarding how it handled a card changeover after Wells Fargo ended its partner bank contract early.
June 4
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Bank CEOs pay is rising again, as the leaders of the largest banks all top $40 million now; the next Fed chair needs to contend with a splintered board.
June 4
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Gov. Jared Polis, a Democrat, vetoed a bill passed by the state legislature last month that would have barred banks and credit card companies from charging interchange fees on taxes, arguing that the bill would create too much legal risk for businesses and consumers.
June 4
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A revised Basel III endgame proposal from the Federal Reserve would fundamentally change the economics of mortgage lending for banks — improving returns, reshaping pricing and reopening a market they sidelined.
June 4
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While the move is seen in a positive light, lenders and Trump administration officials are still angling to raise the loan-size limit within the agency's flagship 7(a) program.
June 4
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While bank CEO pay increased across asset sizes last year, the CEOs of the nation's largest banks received the biggest boosts in total direct compensation, according to a study.
June 4
