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
- AB - Policy & Regulation
The high-cost lender wants a federal court to vacate a nine-figure judgment, claiming the Consumer Financial Protection Bureau acted in "bad faith" by abandoning a settlement agreement that would have sharply reduced the company's payment.
June 30
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Lisa Cook can keep her seat on the Federal Reserve Board thanks to the Supreme Court's procedural concerns. Deeper questions about the central bank might not come for years — if at all.
June 30
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Analyses show that generally speaking, companies that deploy AI the most are also recruiting more humans.
June 30
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Groups representing community banks and credit unions argue that the Department of Agriculture used a faulty process when it removed 10 lenders from its OneRD loan guarantee program
June 29
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The Kansas City bank plans to purchase St. Louis-based Nolan & Associates, adding to its investment banking advisory capabilities.
June 29
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Wise grew its net revenue 19% year over year to $2.5 billion in its fiscal 2026, aided by increased deposits, cross-border volume and spending on the Wise card. It's the latest sign that interest in cross-border payments and multicurrency accounts is heating up.
June 29
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X Money includes rudimentary functions like deposits and P2P transfers. But it's also laying groundwork for a potential move into agentic commerce and broader financial services — which analysts say is necessary for the app to thrive in a crowded market.
June 29
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Taktile's backers now include Goldman, Tiger Global and Index Ventures, lifting its total raised to $184 million since 2020.
June 29
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The Bank of International Settlements compared the recent AI investment frenzy to the canal mania of the 1830s, the British railway craze of the 1840s and the dot-com boom of the late 90s.
June 29
