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 Office of the Comptroller of the Currency says it's still reviewing compromised emails and attachments after hackers gained access to the regulator for over a year and has not ruled out exposure of customer or supervisory data.
April 15
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New York AG Letitia James is suing the earned wage access companies for charging illegal, high-interest loans that would have wide-ranging implications for EWA providers. DailyPay last week filed a countersuit against James's office.
April 15
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CEO Jane Fraser said Tuesday that the bank is positioned well to handle shakiness in the global market, and is still working on its years-long overhaul.
April 15
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A report from Galaxy, which builds crypto lending platforms, shows borrowers are trusting decentralized players after a centralized platform collapsed in 2022.
April 15
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A federal judge in Texas found that the Consumer Financial Protection Bureau had violated the CARD Act by barring banks from charging late fees for credit cards.
April 15
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Bunq Tuesday announced it applied for a broker-dealer license with FINRA and the SEC and had a 65% increase in year-over-year profits.
April 15
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Experts say transaction growth is OK now, but the next year will be fraught with risk.
April 15
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The agency is seeking input on how to better open up industries up to new entrants. Some see this opening the door to more competition for banks.
April 15
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David DiCristofaro is the Financial Services Line of Business Leader at KPMG in the U.S. In this role, he leads the firm's cross functional growth strategy across Audit, Tax and Advisory for Financial Services. David is currently a member of KPMG's Global Financial Services leadership team, and served on KPMG's Americas and US Board of Directors from 2018 to 2022.
April 15
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The financial services industry is uniquely positioned to advocate for collaborative AI leadership. As a sector that depends on trust, transparency and global cooperation, financial institutions have a vested interest in ensuring that AI development aligns with these principles.
April 15
