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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Experts warn that stopping modern scams requires more than AI. It takes human oversight, customer engagement and cross-industry collaboration.
May 8
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The Dallas-based company's broker-dealer arm, Texas Capital Securities, has also made several recent hires as it continues to expand its capabilities.
May 8
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Customers expect fast loan approvals, CEO Brad Calhoun says, so the credit union now lets artificial intelligence decide who will get credit cards, auto loans and personal loans.
May 8
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Micky Marshall is assistant vice president and regulatory counsel for the Independent Community Bankers of America.
May 8
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Dominic Piscopo, CPA, is the founder of
Big 4 Transparency.com and host of theBig 4 Transparency Podcast .May 8
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The neobank reported a 47% increase in revenue in the first three months of the year.
May 8
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The industry and its regulators need to acknowledge the danger presented by ultrarealistic deepfake technology and implement new layers of transaction authentication.
May 8
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Julian, the bank's onetime audit chief, recently agreed to settle with the Office of the Comptroller of the Currency for a tiny percentage of the $7 million the agency had been seeking. In an interview, he spoke about the expensive legal fight and who bears responsibility for the bank's fake-accounts scandal.
May 8
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Shivani Deodhar is a governance and reporting assistant vice president with BNP Paribas.
May 7
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Investors seemed to agree with CEO Barry Sloane's argument that strong earnings will outweigh a jump in nonaccrual loans.
May 7
