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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Lawmakers early on Monday voted to push the effective date of the law, which would ban interchange fees on the tax and tip portions of transactions, to July 1, 2027, marking the second delay as merchants and banks continue to battle in court.
June 1
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Nicholas Dooley , CMEA, supervisesWithum 's cost segregation services group, helping real estate owners, developers and investors identify tax-saving opportunities through strategic fixed asset analysis and accelerated depreciation studies.June 1
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Bank of Nova Scotia agreed to acquire Maple Financial Holdings Inc., which owns a small US commercial bank, as the Canadian firm looks to expand its structured-finance business in the American mortgage industry.
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TD's chief AI scientist consolidated dozens of predictive models into one, delivering value and simplicity.
June 1
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The CEO of Anchorage Digital is getting a lot of ammunition from partners, notably Tether, who invested $100 million in the bank and also chose it to issue its U.S.-focused stablecoin.
June 1
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While most of the industry is still piloting digital assets, Milrod has led an enterprise-wide digital transformation.
June 1
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By bringing capital markets data into the app corporations already use to manage cash, the bank is betting it can help clients make debt issuance decisions faster.
June 1
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By chunking projects down, Truist's head of enterprise payments is speeding up product development, launching things faster and changing the bank's innovation culture
June 1
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Six AI agents give employees real-time insight into how consumers might respond to messaging and digital experiences.
June 1
