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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Paul Morville is the product architect at
Advisor360° and founder ofParrot AI , which was acquired by Advisor360° in early 2025.July 1 -
Fresh off of a big IPO, the fintech is applying for a national trust charter. Approval would help it avoid the time and expense of working with banks for transaction processing at a time when the stablecion market is getting more crowded.
July 1 -
Federal Reserve Chair Jerome Powell was noncommittal about cutting interest rates at the central bank's next monetary policy meeting in July, saying future actions will depend on incoming data. His comments come as President Trump ramps up his criticism of the Fed chair.
July 1 -
Dan Garzella is the founder and CEO of the Darkhorse Insurance Brokers, a unique turnkey brokerage platform perfected and proven over nearly a decade of real-world application. With over two decades of experience, Dan has built multiple industry-leading brands by combining cutting-edge technology with a deep understanding of agent and consumer needs.
July 1 -
Bank regulators should be in the business of proactively encouraging innovation in financial services, rather than taking a reactive stance that focuses on punishment.
July 1
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Staking activities and stablecoins are two of the possible ways banks could have a role in decentralized finance, said Margaret Butler, head of the financial services practice at the law firm BakerHostetler and Kristiane Koontz, director of Treasury Services and Payments at Zions Bank, in interviews recorded at the Digital Banking Conference in June.
July 1 -
Regulators hope changes to the supplementary leverage ratio will improve Treasury market function, but whether that happens depends in large part on how banks react and adapt.
July 1 -
While banks will likely increase near-term dividend plans, analysts and investors are more focused on the long-term outlook for capital requirements from regulators.
June 30 -
Leah Warwick is the Senior Content Manager for the American Society of Administrative Professionals (ASAP), the leading provider of training, community, and resources for admin professionals worldwide. ASAP produces the Professional Administrative Certification of Excellence (PACE), online courses, and annual training events, such as the Administrative Professionals Conference (APC) and EA Ignite. Learn more at ASAPorg.com.
June 30 -
The Missouri bank surveyed consumers about what kind of financial management tools they use, then built its My Finance360 tool in response.
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