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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Backed by tech billionaires, the crypto-focused digital startup bank's timely application reflects the current administration's openness to new tech-driven banking models — and raises concerns about regulatory impartiality, considering its backers' political ties.
July 2
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The application follows on the heels of Circle and Wise, as crypto and payment companies seek crypto custody approval and direct access to the Federal Reserve payment system.
July 2
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Hilani Kerr leads the wealth and distribution platforms at Zinnia, applying 20 years of leadership across Wells Fargo, Bank of America Merrill Lynch, Deutsche Bank and Porticoes Capital to embed insurance and wealth solutions into unified financial strategies and broaden access to those products to all clients.
July 2
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Listen to Gasan Awad, SVP, Fraud Director, Enterprise Fraud Product Management at PNC Bank, Chris Briggs, Chief Product Officer at Mitek and Jay Leal, CIO at Vantage Bank.
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The credit union regulator, responding to a recent executive order, has established strict new standards for prosecuting financial crimes. Regulators are now supposed to make criminal referrals only in cases where putative defendants appear to have known they were breaking the law.
July 2
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Michael Gibson, director of the Federal Reserve's supervision and regulation division, has accepted the agency's voluntary resignation offer and plans to leave this month after more than three decades at the central bank.
July 2
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Three bank trade associations recommended phasing out paper checks to reduce government payment fraud in a joint statement submitted to the U.S. Treasury.
July 2
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Baton Rouge-based Investar Holding Corp. has agreed to pay $84 million for Wichita Falls Bancshares, which operates five branches in the Dallas-Fort Worth Metroplex.
July 2
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The all-cash transaction will make the enlarged company the U.K.'s third-largest lender by some measures.
July 2
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Now more than ever, businesses globally have become increasingly susceptible to financial fraud.
July 2
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