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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SEI may not be the first firm that comes to mind when thinking about the industry's custodians, but the firm has built a substantial client base of financial advisors over more than 30 years.
July 21
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The bank reports an increase in spending in host cities and in restaurants, along with an early read on the role of agentic AI.
July 21
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Stacey McKinnon is chief operating officer, chief marketing officer, partner and wealth advisor at Morton Wealth, a Southern California-based investment advisory firm managing over $3 billion in assets.
July 21
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Synchrony Financial joined the chorus of banks that were enjoying the healthy credit cycle as consumers maintained discretionary spending despite ongoing affordability concerns and persistent inflation.
July 21
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Schwab directly or indirectly manages only 2% of the $37 trillion in U.S. wealth that could be in the hands of advisors, according to CEO Rick Wurster. The size of the opportunity means there is no need to compete with the firm's RIA clients.
July 21
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Chris Hall is senior tax officer at
Vertex Inc. He has over 30 years of experience managing all aspects of both direct and indirect tax matters including tax compliance, audits, planning, litigation management and systems implementations.July 21
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The neobank fintech built investing services into its mobile banking app as it anticipates the potential of rollovers from newly-opened Trump Accounts.
July 21
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In a new paper, the frontier model creator shares how its LLM processes information and generates responses. This could open doors to training, interpretability and governance issues for banks that aim to use it.
July 21
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Efforts by individual states to rewrite existing rules governing interstate bank lending risk throwing the entire system into chaos. Only Congress has the ability to reestablish a workable set of national rules.
July 21
