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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New York Life and D.E. Shaw are among the companies encouraging use of large language models throughout their organizations.
July 17
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The GENIUS Act, which will give the green light to banks interested in stablecoins, but which has also raised fears that it will disintermediate the banking system, passed the House today and heads to President Donald Trump's desk.
July 17
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Lance Mason is a distinguished accounting professional and licensed CPA known for his ability to bring clarity to complex financial topics. He began his career at Ernst & Young, where he built a strong foundation in public accounting before moving into the startup ecosystem. There he has applied his deep expertise in ERP systems like Oracle NetSuite to help these startups scale. An engaging speaker, he combines practical experience, technical acumen, and a forward-thinking vision to deliver insights that resonate with accounting professionals and business leaders alike. His storytelling approach not only demystifies accounting concepts but also inspires a broader conversation about the future of capital markets.
July 17
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The U.K. fintech's shares fell about 5% in London, partly due to international currency volatility. It hopes a U.S. listing will improve the company's ability to raise capital.
July 17
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Monetary policymakers have held off on lower interest rates for months, citing the risk of tariff-induced inflation. Several now say this week's CPI and PPI reports confirmed their suspicions.
July 17
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A new federal law that decouples health savings accounts from high-deductible insurance plans is expected to be a tailwind for the Connecticut bank's health care unit.
July 17
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Executives believe the Dallas bank will hit its target for improving a key profitability metric later this year, driven by investment and trading fee income.
July 17
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Harish Kapur is the president and CEO of Across America Insurance Services, a specialized wholesale insurance brokerage serving the specific needs of the commercial trucking and transportation industry, including E&S service offerings.
July 17
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Noelle Acheson points out that the GENIUS Act is right to ban interest on payment stablecoins, and suggests that the bigger debate should be around the current banking model.
July 17
