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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Brooke Ybarra is senior vice president for Innovation and Strategy at the American Bankers Association.
May 20
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Goldman Sachs joins its Wall Street peers in expanding in the region to tap its deep pools of capital.
May 20
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Active collaboration, both among fintechs and between the industry and regulators, is the surest route to a future in which compliance obligations address real threats while allowing companies to thrive.
May 20
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Now that Capital One Financial's bid for Discover Financial Services is finalized, take a look back on the hurdles the deal faced across its 15 month marathon.
May 20
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The technology company is using its marketing and commerce platform BentoBox to improve diners' experience, even as analysts question the growth of its signature Clover system amid a crowded market for point of sale services.
May 20
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The Federal Housing Finance Agency chief also explained an alternate name he's used for the agency in his first speech at a Mortgage Bankers Association event.
May 19
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The nation's largest bank is optimistic about its overall performance this year, but CEO Jamie Dimon still thinks there's a bigger chance of stagflation than markets are anticipating.
May 19
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The Cincinnati-based bank has partnered with the fintech Trust & Will to make estate planning easy, accessible — and free.
May 19
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The Consumer Financial Protection Bureau has withdrawn guidance that allowed states to bring enforcement actions broadly under federal consumer protection laws.
May 19
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Dana Edwards is focused on designing and developing digital products for the US and UK Simply Business businesses. He has a track record of running product, technology, and data teams using the latest customer-centric, agile practices.
His passion is helping engineers, business teams, product teams, data teams, and enterprises work in a way that produces high quality products for customers. This drives him to create an environment of empowerment and inclusivity.
Dana joined Simply Business in 2022 with an extensive background in financial services. Previously, he held roles as Chief Technology Officer for firms such as PNC Financial Services and MUFG Union Bank. His career started with roles in product and technology development, and academicsMay 19
