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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After two different community bank M&A deals, Flagstar Bank consolidated its data centers from six facilities to two as part of its tech integration strategy.
June 30 -
The bank deepened its relationship with Circle Internet Group, letting institutions store, transfer, mint and burn USDC.
June 30 -
As a subsidiary of Bank of America, Merrill uses a BofA software program to monitor and report suspicious activity. For years, the Securities and Exchange Commission says, that program fell short.
June 30 -
The portfolio for sale contains hundreds of millions of dollars worth of reperforming loans that the government-sponsored enterprise co-marketed with Citigroup.
June 30 -
The Federal Deposit Insurance Corp. says executives "gambled" with depositor funds, while the former parent company argues regulators are using hindsight to second-guess what were reasonable business decisions at the time.
June 30 -
Harsh Behl is VP of Product, Digital Forensics at Exterro. Harsh brings a wealth of experience, knowledge, and technical skill sets, steering the vision and execution of our market-leading Digital Forensics and Incident Response (DFIR) technologies. Harsh has been instrumental in bringing to market the industry's latest innovations, including FTK Central and FTK advancements, which are set to change the shape of digital forensics as we know it.
June 30 -
While the nationwide purchase average declined nearly 3% in 2025, these costs rose in 23 of 50 states and the District of Columbia, a study from LodeStar said.
June 30 -
Sam Leon, CPA is the founder of The Millennial CPA, a digital tax practice based out of Richmond, VA. Sam is also building client engagement intelligence software for tax and accounting firms. Connect:
https://www.linkedin.com/in/samuelaaronleon/ June 30 -
As AI agents become more of a presence in retail commerce, payments processors and merchants alike are going to have to adjust to a new world where purchasing decisions are made at machine-speed.
June 30
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Senate Banking Committee ranking member Elizabeth Warren, D-Mass., said the National Credit Union Administration's efforts to roll back 31 rules without a board quorum could jeopardize the credit union system's stability and legitimacy.
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