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
-
The Denver-based bank scaled back its estimate of tangible-book-value dilution resulting from the First Foundation deal to 10%, down from the 14% figure projected in October.
July 28
-
The bank released reserves it no longer needed because credit outperformed. An accounting switch means that line runs close to zero by the fourth quarter.
July 28
-
More than two dozen community banks submitted letters to the Federal Reserve expressing concern that its proposed "skinny" payment account framework could put them at a competitive disadvantage.
July 28
-
-
Ultrawealthy clients looking to reduce taxable estates might consider spousal lifetime access trusts, but too-similar dual trusts can backfire.
July 28
-
The Federal Reserve's monetary policy group will decide whether it wants to hold interest rates steady for the next six weeks or raise them to tamp down on inflation.
July 28
-
The GOP senator's push comes as UBS continues withholding records tied to predecessor Credit Suisse's World War II-era dealings.
July 28
-
Loren Brockhouse is Chief Revenue Officer of iPipeline where he brings extensive experience in sales leadership, revenue strategy, and building high-performing teams across the legal-tech and fintech sectors.
In his role as CRO, Brockhouse oversees all aspects of revenue generation, including sales, marketing, and revenue operations, with a focus on creating scalable systems that drive predictable growth. He is passionate about fostering a collaborative, customer-centric culture that ensures exceptional experiences for carriers, distributors, and advisors.
Brockhouse joined iPipeline from BigHand, a legal technology provider, where he served as Chief Revenue Officer and led global go-to-market strategies. Prior to that, he held senior leadership roles at PrimePay, Vanco, and Businessolver, where he delivered sustainable revenue growth and strengthened operational frameworks.
July 28
-
-
CEO Enrique Lores acknowledged interest in the payment company, saying that while PayPal remains focused on its revenue-generating plan, it is "open and objective" about the path forward.
July 28
