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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Agency lawyers called the rule, which was almost a decade in the making, "unlawful" in a court filing.
May 27
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The Federal Reserve and several industry groups agreed to put an indefinite stay on their legal fight over the annual examination process.
May 27
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As real-time payments become more common, UBB's partnership with fintech Pidgin offers a roadmap for smaller banks to stay relevant.
May 27
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Joe McQuaid is chief operating officer at Concurrent.
With over 25 years in the financial services industry, he has held leadership roles at New York Life Investment Management and Guggenheim. He also founded Ascend Consulting and helped launch and served as COO for an RIA that grew to nearly $1.5 billion in AUM. He then founded Imprint Wealth, scaling it to nearly $1 billion in assets before
merging with Concurrent Investment Advisors . An avid adventurer, he is preparing to climb the Seven Summits and aims to complete the six major marathons over the next decade. May 27
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The regulator says its prior amicus brief, which cited the Fair Debt Collection Practices Act and sided with borrowers, was no longer valid.
May 27
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Infrastructure provider BVNK will enable the new stablecoin offering and crypto firm Fireblocks' integration services will help facilitate the connection to Worldpay.
May 27
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What does a movie about managing an unruly honky-tonk bar have to do with banking? When it comes to setting examples for corporate culture, maybe a lot more than you think.
May 27
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Bank of Nova Scotia missed earnings estimates for its fiscal second quarter after setting aside more money than expected for bad credit as tariffs hit its Canadian and Mexican operations.
May 27
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