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
-
Lowell M. Smith Jr. is chief compliance officer and co-founder of
IRALOGIX .His previous experience includes working for the ERISA enforcement agency in the U.S. Department of Labor. He created a TPA compliance practice and consulted on products, procedures and technology for clients of Universal Pensions, now Ascensus. He is a published author and a frequent speaker at industry conferences.
April 3
-
Individual victims of the data breach could get up to $3,000, but most will see around $20, possibly less. The breach also affected fintech partners.
April 3
-
Equity Bancshares said it would pay nearly $87 million in cash and stock to acquire NBC Corp. of Oklahoma. If it closes, the deal will be Equity's 13th bank acquisition since 2015.
April 3
-
Paul Tyler is Head of Enterprise Marketing and Marketing Innovation at Zinnia, previously serving as CMO at Nassau Financial Group where he led branding strategy, digital initiatives, and built direct-to-consumer channels for insurance products. With deep expertise in financial services marketing and digital transformation, Paul brings a practical perspective on how advisory firms can leverage technology to enhance client engagement while maintaining the human connection that's essential in financial services.
April 3
-
Financial services executives report seeing an increase in quantifiable value from AI investments in the fifth annual Broadridge survey.
April 3
-
Democratic lawmakers turned the stablecoin markup into a marathon event, leading off with amendments that would have addressed concerns about conflicts of interest between elected officials like President Donald Trump and stablecoin oversight.
April 3
-
Sen. Joni Ernst, R-Iowa, is pressing Federal Deposit Insurance Corp. Inspector General Jennifer Fain for answers on whistleblower allegations of fraud, financial mismanagement and retaliation at the agency's watchdog office.
April 3
-
An aggressive suite of tariffs from President Trump will complicate the Federal Reserve's job as it struggles to quash inflation and avoid an economic downturn.
April 3
-
The cumulative evidence of research and experience shows that overdraft is a necessary and beneficial service, especially in the hands of a credit union.
April 3
-
The top five banks had a combined commercial real estate loan volume of more than $482 billion at the end of the fourth quarter.
April 3
