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 central bank banned two former bankers from the industry for misappropriating funds from elderly customers.
July 30
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The American Bankers Association, Bank Policy Institute and Securities Industry and Financial Markets Association submitted comment letters to the Securities and Exchange Commission arguing that a proposed change to Form S-3 eligibility would make it more difficult for some banks to access the capital markets.
July 30
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Prashant Mehrotra says he runs AI use case ideas through a disciplined framework before proceeding.
July 30
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SEC data compiled by Paithos Research suggests that the massive growth of RIAs looks much different when compared to their small net new clients.
July 30
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The mortgage technology unit of Intercontinental Exchange reported a return to profitability in the second quarter, as revenues continued their recent rise.
July 30
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The 30-year fixed rate mortgage is at its highest point in 51 weeks with a divergence in forecasts for what happens between now and the end of the year.
July 30
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Banks, fintechs and card networks are vying for a share of revenue from the new form of artificial intelligence. Mastercard CEO Michael Miebach contends his firm has the tools in place and a product pipeline to take advantage.
July 30
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Digital currency can be tracked and if stolen "burned," then reminted and given back to its rightful owners. That could be a powerful anti-fraud tool.
July 30
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Kurt Gresens is the CEO of
Wipfli . He is responsible for the firm's vision, strategy, leadership, growth and overall performance. He also ensures that the culture and values of the firm are maintained and enhanced.July 30
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Community banks have long been reliant on — and constrained by — a handful of core-banking technology vendors. But enterprise artificial intelligence licenses offer the chance to transcend those limitations.
July 30
