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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Some banks hope to use M&A as a way to play defense, either because they need to shore up their deposits or because they have aging CEOs and are looking for an exit. But investors aren't wild about the deal math.
June 9 -
Acting Comptroller of the Currency Rodney Hood responded to a letter from the Conference of State Bank Supervisors regarding federal preemption of state banking laws by saying that the agency's standards comply with the law, court precedent and White House policy.
June 9 -
Tahan Menon is a senior behavioral designer at ideas42, a nonprofit that applies behavioral science to improve lives and drive social change.
June 9 -
The 66-year-old banker will take on the role of executive chairman at Moelis & Co. Co-President Navid Mahmoodzadegan will become CEO.
June 9 -
A new executive order reverses digital ID initiatives, fraud alerts and federal data-sharing plans from which banks stood to benefit.
June 9 -
The annual rankings honor the notable performance of individuals in banking and finance and as teams.
June 9 -
The Federal Deposit Insurance Corp. has sent a draft proposal to revise the supplemental leverage ratio to the Office of Information and Regulatory Affairs as a first step toward revising the leverage rule.
June 9 -
Bank of Nova Scotia's plans will start in September, as the Canadian bank cites a push for more collaboration.
June 9 -
Trump's bank regulatory team is advancing all types of wish-list reforms, some more radical than others. When, not if, the political winds change, banks should be ready for a sharp reversal, what could become a wave of "revenge regulations."
June 9
K.H. Thomas Associates











