In|Vest 2018 Direct

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 here for full access to this and other In|Vest sessions.

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  • Generative artificial intelligence has usurped its traditional counterpart as the next growing technology taking the payments industry by storm.

    April 15
  • The Seattle-based company, which had made home loans for more than a century, announced it was quitting the mortgage business in January. It booked nearly 400 small business loans in the first quarter and expects that total to grow as its team gains traction.

    April 15
    Washington Federal branch in Boise, Idaho
  • The results helped Citigroup lift its return on tangible common equity to 9.1% in the first quarter. CEO Jane Fraser has set a target of 10%-11% by the end of next year.

    April 15
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  • A string of senior resignations and scrutiny over share sales rocked Bank of America's local operations last year.

    April 15
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  • The Pittsburgh bank has been looking for the right target to acquire at the right time. But top company executives said Tuesday that deals are likely off the table in the near term because of uncertainty about the direction of tariff policy and interest rates.

    April 15
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  • The Charlotte, North Carolina bank reaped the benefits of volatile markets and net interest income topped analysts' estimates in the first quarter.

    April 15
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  • Affirm is reporting consumers' buy now/pay later loans to Experian, following a February study with FICO. It's one of the first steps in credit reporting for BNPL, potentially complicating banks' assessments for other types of lending.

    April 15
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  • As the CEO & President of Imagine360, Jeff spearheads the company's continued mission to reduce health plan costs for US employers, employees and their families. Jeff has three decades of experience in managing and growing healthcare services companies, Jeff was the global practice leader of the Health, Life Sciences and Business Process Outsourcing (BPO) division for Wipro Limited and was the president and CEO of HealthPlan Holdings (HPH) — a leading healthcare solutions business serving payers, self-funded employers, unions, small businesses and individuals — its acquisition by Wipro.

    April 14
  • In a settlement with bank trade groups that sued the Consumer Financial Protection Bureau, the Trump administration has agreed to drop the credit card late fee rule with prejudice.

    April 14
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  • Noah Gold is the general counsel and head of public policy of Prism Data, a cash flow underwriting infrastructure and analytics platform. Prior to joining Prism, he was the general counsel of Petal, a fintech credit card company. Before that, he was the assistant general counsel of a leading e-commerce software platform, and prior to that Noah previously practiced law at Paul, Weiss, Rifkind, Wharton & Garrison LLP.

    April 14