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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Brenna Johnson, SVP, product management at EZLynx, is a driving force behind several of the company's newest products. Johnson is passionate about leveraging technology to solve problems for independent insurance agents. As vice president of product management, she is actively involved in all phases of the development life cycle, and hopes to help transform the insurance industry by leveraging technology to improve agency profitability, productivity and serviceability.
June 20
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The fintechs at this year's NYC Innovation Lab highlighted the demand for new forms of artificial intelligence in financial services.
June 20
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Senate Parliamentarian Elizabeth MacDonough has ruled that Republicans cannot move ahead with slashing the Consumer Financial Protection Bureau's funding and Federal Reserve staff pay in the tax bill.
June 20
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Wenyu Chen is a CPA and valuation specialist with expertise in complex securities and financial instrument valuations. He is also a master's candidate in computer science at Georgia Tech.
June 20
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Pursuant to an executive order on "overcriminalization," the OCC said it will revise its guidance for referring regulatory offenses to the Department of Justice for criminal prosecution and will publish a review of criminally enforceable regulations by May 2026.
June 20
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Trevor Jones is a partner of the insurance practice for West Monroe, a global business and technology consulting firm. He is a strategic partner to P&C carrier and brokerage C-suites, fusing board-level vision with hands-on execution across underwriting, distribution, and claims.
June 20
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The president's rush to weaponize trade policy is going to accelerate efforts by other countries to decrease their reliance on U.S.-based payments processors. That's not in the country's interest.
June 20
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The credit bureau is working with Plaid to provide lenders with current and predictive cash-flow data for consumers that don't have an extensive credit record.
June 20
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The removal of the Consumer Financial Protection Bureau as a viable regulator has thrown the doors open to the kind of unscrupulous behavior that triggered the last major financial crisis.
June 19
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The Consumer Financial Protection Bureau is restricting its civil penalty fund from paying for consumer education and financial literacy programs.
June 19
