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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As the CFPB reconsiders its open banking rule, banks and fintechs are locked in a bitter battle over who will pay for the new digital infrastructure.
April 1
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Nearly 18 million homeowners in the 100 largest U.S. metros paid HOA or condo fees in 2024, with 2.6 million paying $500 or more monthly, according to a new LendingTree report.
April 1
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Hope Bancorp's acquisition of a business that serves Japanese companies should complement its historic focus on Korean business owners.
April 1
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The Department of Justice is seeking court approval to immediately fire more than 600 employees, slashing the CFPB's workforce by 53%.
April 1
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Jeff Garzik is co-founder of Bloq and the CEO and lead engineer at Hemi Labs. One of the original creators of open-source bitcoin software, Jeff spent five years as a core bitcoin developer. He spent another decade shaping the Linux kernel, which currently runs on Android devices worldwide.
April 1
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Australia's national Payments Systems Board has decided to remove surcharges on prepaid, debit and credit cards for electronic funds transfers, while lowering the cap on interchange fees. Also, Wells Fargo is seeking banks for its international payment network, and more in American Banker's global payments and fintech roundup.
April 1
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Vardan Pogosian is a CPA and a former IRS agent who brings an insider's perspective to clients in advanced tax planning and IRS representation. As a tax auditor for the IRS for nearly ten years, he has served with both the Small Business/Self-Employed Division and the Large and International Business Division.
April 1
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Taveion D. McCutcheon is the founder of Adept: Accounting Principles & Solutions, LLC, a virtual accounting and AI-driven operations firm serving small and mid-sized businesses. A tax accountant and AI integration specialist, he focuses on modernizing financial workflows, improving compliance, and building scalable systems. McCutcheon is an authorized IRS e-file provider with experience in tax preparation, financial reporting, and audit support
April 1
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The exit highlights the steep challenges and high customer acquisition costs foreign fintechs face when entering the U.S. banking sector.
April 1
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Federal Reserve Gov. Michael Barr said Wednesday that his dissents over the past year on proposed regulatory changes reflect concern that oversight of banks could be significantly weakened.
April 1
