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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Some analysts and investors zeroed in Thursday on weaker net interest income guidance. But Huntington executives said they expect strong second-half results.
July 23
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Two quarters after it merged with Synovus Financial, Pinnacle Financial Partners is keeping up the aggressive recruitment it's known for. Since the start of 2026, the company has hired 124 bankers.
July 23
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Mark Klein holds the position of Chief Digital Officer (CDO) and is the member of the Board of Management at ERGO Group AG responsible for digitalisation, marketing and global partnerships. Having previously held senior positions in the telecommunications industry – including at Vodafone and Deutsche Telekom – he has been driving ERGO's digital transformation since 2016. His goal is to systematically transform ERGO into a digital-first company. Under his leadership, ERGO has made significant strides in digitalisation, notably by leveraging technologies such as artificial intelligence, voice technology, robotics, virtual reality and process mining. In addition, the strategic partnerships he has forged with leading global technology companies enable him to evaluate the latest digital trends. In terms of marketing, his focus is on strengthening the brand, enhancing customer experience and optimising performance marketing strategies to maximise ROI through data-driven campaigns. Through an innovative social media strategy, he strengthens the brand's visibility across digital channels.
July 23
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The Securities and Exchange Commission agreed to pay $150,000 to crypto exchange Coinbase to settle a Freedom of Information Act lawsuit filed by the company two years earlier.
July 23
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A New York judge refused to dismiss Attorney General Letitia James's suit accusing Zelle's operator of enabling more than $1 billion in scams.
July 23
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Javier Ferrer, 64, said he is stepping down to focus on his health and spend time with friends and family. He plans to hand the reins to Chief Financial Officer Jorge Garcia.
July 23
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Staffers from the Federal Reserve Board and reserve banks took 'several months' to update bank supervisory marks after issues were resolved, a recent inspector general report found.
July 23
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More than half of Americans in their 40s are considered the "sandwich" generation, supporting both their aging parents and raising kids. Here is how financial advisors can support them.
July 23
