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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An executive order issued late Friday cut the Treasury Department Community Development Financial Institution Fund and other federal programs to their legal minimum.
March 15
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The Swedish institution is best known in the U.S. for its buy/now pay later lending. Its New York listing will be a bellwether for the payments technology industry, which is recovering from a post-pandemic slump
March 14
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Christopher Tidball is an executive claims consultant, industry speaker and author of multiple claims improvement books, including "Re-Adjusted: 20 Essential Rules to Take Your Organization from Ordinary to Extraordinary".
March 14
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Mercury said it simply outgrew the relationship. Evolve said it's kicking high-risk end users out of its program and as a consequence some fintechs are going elsewhere.
March 14
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Finwise Bancorp believes a new plan to hold more of the fintech loans it originates on its balance sheet will boost profits in 2025.
March 14
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Nick Bernardo is the founder ofOnBord , an onboarding compliance automation tool.A certified financial planner (CFP), he has spent the last 25 years in the financial services industry, including as a family wealth planner.
March 14
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GetAugie targets consumers new to credit, undercutting mainstream banks' secured cards that often charge an annual fee and carry hefty annual percentage rates.
March 14
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A Maryland judge temporarily halted mass layoffs of probationary employees at multiple agencies, citing legal violations and harm to states' ability to respond to unemployment needs.
March 14
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Retired banker Brad Schwartz is set to join First National as finance chief; Bar Harbor Bankshares agrees to acquire Guaranty Bancorp; CDFI Friendly America reveals new data on lending; and more in this week's banking news roundup.
March 14
