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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BayFirst Financial in St. Petersburg named veteran Tampa-area banker Al Rogers as its CEO and announced an $80 million capital raise. The bank sold its SBA-lending business last year, but it's still struggling to work through problems in its legacy loan portfolio.
May 1
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Bobby Ong is CEO and co-founder of CoinGecko, an independent cryptocurrency data aggregator.
May 1
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San Diego County Credit Union won a court ruling that should help in its effort to get out of its deal to merge with a local competitor. A lawyer for SDCCU said he believes the judge's decision "signals the end of any merger between the two institutions."
May 1
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The case exposes a systemic risk for banks: incident-response and ransomware-negotiation firms receive sensitive breach details that a corrupted insider can sell back to the attackers.
May 1
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Miami's Ocean Bank appointed Yuni Navarro to its board of directors; Indiana-based Interra Credit Union announced it will acquire The Hicksville Bank in Ohio; JPMorganChase hired Chris Mihok from Keefe Bruyette and Woods; and more in this week's banking news roundup.
May 1
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Even as they continue to press for additional changes, banks get some wins from the revised Basel capital framework and a ballpark estimate of their capital outlook for the next few years.
May 1
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The B2B payments fintech contends the digital asset can wring inefficiencies out of corporate payments processing.
May 1
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Hokodo, a British business-to-business buy now/pay later fintech, has shut down after eight years. Its closure offers important lessons about the future of the concept.
May 1
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As judges have shown in other recent cases involving UBS and Stifel, firms have a high bar to clear if they want an arbitration award vacated.
May 1
