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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Sean Graham is a registered CPA, real estate investor and founder of
Maven Cost Segregation . With a background in public accounting, tax strategy, and private equity, he helps real estate investors unlock major tax savings through cost segregation studies. Through Maven Cost Segregation, he brings institutional-grade strategies to everyday investors — making it simple and affordable to accelerate depreciation and reduce taxable income.May 30
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The request for information was issued as part of an executive order aimed at eliminating paper checks as a form of federal payment in most cases, which the administration says aims to curb fraud, modernize disbursements.
May 30
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As banking customers' expectations for digital experiences rise and fintech competition grows, the cloud has become essential to staying relevant.
May 30
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The Federal Reserve's preferred measure of inflation moved closer to the 2% target last month, but the impact of tariffs remains to be seen.
May 30
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As banks standardize their data in anticipation of the rise of open banking, they're turning to common formatting standards, including from the FDX.
May 30
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Although the Trump administration is abandoning the CFPB's rule 1033, there are still a number of security standards to follow.
May 30
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A focus on client relationships, rather than products, and investments in AI are helping the company in an increasingly competitive market.
May 29
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The megabank, which has spent years trying to improve its regulatory compliance, now has just one consent order remaining. And observers expect that Wells' historic asset cap will be lifted soon.
May 29
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Three current and former employees of the New York City-based bank allege that executives made racist comments, misused corporate money and retaliated against protected complaints.
May 29
