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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Louis C. Grassi, CPA, CFE, is the managing partner and CEO of
Grassi . He began his career in 1977 and has extensive experience in tax, accounting and consulting.April 4
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Steve Heathcote has been CEO of
PrimeGlobal since 2019. His extensive background in the accounting profession includes undertaking the COO role at the U.K. Financial Reporting Council, a senior management position at KPMG and over 10 years as a key member of the Association of Chartered Certified Accountants executive team.April 4
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In a speech Friday, Federal Reserve Gov. Michael Barr said the advent of generative artificial intelligence promises to boost bank productivity, but banks should be careful in choosing AI partners to delineate data security responsibilities.
April 4
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A Plaid spokesperson said an IPO remains 'a milestone we're tracking toward' but it wouldn't happen this year.
April 4
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The megaservicer is fending off a class-action lawsuit while suing its insurers for allegedly failing to indemnify it following its breach in 2023.
April 4
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Central bank digital currencies have the potential to improve financial inclusion for women, but only if they are combined with a system that lowers multiple other barriers to their financial empowerment.
April 4
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The Federal Deposit Insurance Corp. is navigating widespread layoffs and policy changes amid a government-wide overhaul. What does it mean for the industry?
April 4
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Unemployment remained relatively stable amid declining consumer confidence and an emerging trade war, which have roiled markets.
April 4
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The Suffolk, Virginia-based bank has agreed to pay more than $200 million for Old Point Financial in Hampton. It announced the deal just two days after its previous acquisition closed.
April 3
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As the risk of a recession rises, commercial real estate loans remain a major concern for banks and industry participants. One observer asked: "Is '25 the year where sellers start to capitulate, call a loser a loser, and move on?"
April 3
