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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The new system is intended to help trading partners improve liquidity, mobility and speed, the organization said.
April 2
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Time and again, seemingly successful bank mergers have been rocked by revelations of poor anti-money-laundering compliance. Assessing the AML risk of a potential merger partner is extremely tricky.
April 2
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SEC Commissioner Hester Peirce said it was important for the agency to not stifle innovation through its regulatory approach.
April 2
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The proposed sale of Territorial Bancorp faced competing offers that delayed its closing by several months. But Hope ultimately won shareholder and regulatory approvals.
April 2
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Wenzel R. Reyes is a senior audit executive and technology leader with over 20 years of experience across public company audits, regulatory compliance, and global standard setting. He previously held key roles driving audit quality and methodology at PwC Canada and PwC UK, where he contributed to the development of global auditor reporting standards and led firmwide audit transformation initiatives. Now serving as senior director of methodology and audit solutions at MindBridge, he helps firms harness AI and analytics to modernize audit execution, enhance quality, and meet evolving regulatory expectations. He is a recognized speaker on the future of assurance and data-driven audit innovation.
April 2
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A sizable increase to the current $10,000 limit on SALT write-offs would represent a major victory for a crucial group of swing-district House Republicans.
April 2
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Elon Musk's X is urging the justices to shield companies from being forced to disclose sensitive user financial data under "suspicionless" subpoenas.
April 2
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Lawmakers have a short window of time in which they can use the Congressional Review Act to nullify the Consumer Financial Protection Bureau's misguided rule striking medical debt from credit reports.
April 2
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The industry was already spending billions to automate before 2020. What it needed was a cultural shift to try new things.
April 2
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Offices, apartment buildings and retail locations in Los Angeles face a tangle of difficulties as the smoke clears from January's wildfires. High on the list is inadequate insurance, a common problem in California.
April 2
