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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The Connecticut-based community bank announced a raft of new board and executive appointments, giving shape to a new strategy aimed at winning more business from high-net-worth individuals.
May 19
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Curt Hess is the U.S. Executive President at Vitesse, where he is leading the company's strategic expansion in the American insurance market. Curt brings over 25 years of experience across fintech and global banking, most recently as Chief Operating Officer at 10x Banking, helping scale operations at one of the UK's most innovative fintech firms. Prior to that, Curt held multiple C-level roles during a 12-year tenure at Barclays, including Chief Executive Officer of the US Consumer Bank and Chief Executive Officer of Europe Retail and Business Banking. Earlier in his career, Curt held senior finance leadership positions at Citi as well as with Bank of America in the U.S. His deep expertise in digital transformation, operational scale, and client-centric innovation uniquely positions him to drive Vitesse's U.S. momentum in the insurance space.
May 19
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Setting an artificial deadline for approving bank mergers will result in hasty, ill-considered decisions. The potential damage to consumers and communities far outweighs the possible benefits.
May 19
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The tentative settlement represents a step toward resolving an issue that hung over Capital One's acquisition of Discover. That blockbuster deal closed on Sunday.
May 19
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The spending and tax package, which includes bank-friendly provisions, tax perks and GOP priorities, cleared a procedural hurdle after fiscal conservatives withdrew their objections over the weekend.
May 19
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The online-only bank and its payments partner are making fresh progress in the often stodgy and slow-moving (but steady) area of automated clearinghouse
May 19
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Troy Rohrbaugh, co-CEO at JPMorgan's commercial and investment bank, says volatility set off by President Donald Trump's policy announcements continues to chill deals.
May 19
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Federal Reserve Vice Chair Philip Jefferson said the central bank is in the "early stages" of enabling banks to pledge assets to both the Federal Home Loan bank and discount window liquidity facilities.
May 19
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U.S. banks are sorted into different regulatory regimes based on asset-size thresholds established in another era. Those classifications need to be recalibrated and indexed to inflation.
May 19
Ludwig Advisors
