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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At a court hearing on Monday, lawyers for the Trump administration said statutorily required work is being done by the Consumer Financial Protection Bureau, while the union claimed the government is trying to shut the agency down.
March 3
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Small lenders across the country filled leadership positions, including Orrstown Financial Services and QCR Holdings.
March 3
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The Los Angeles-based parent company of Bank of Hope expects to complete its acquisition of Honolulu-based Territorial in April. The $79 million deal faced challenges when an investor group made a competing bid.
March 3
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Unclear and inconsistent signals from Washington about tariffs, tax policy and the capacity of federal agencies are already spurring more conservative consumer-spending habits and could drag down economic growth, economists say.
March 3
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Hugh Allen has been an innovation and agile leader in the insurance industry for 20+ years. In his current role as Principal Product Strategist at Hi Marley, Hugh brings a wide range of insurance experience with expertise in Property and Casualty claims, underwriting, lead acquisition, and customer retention. Prior to Hi Marley, Hugh led innovation at MAPFRE Insurance, customer experience at VERTI insurance, and was a licensed agent in Massachusetts. He is passionate about demonstrating and expanding Hi Marley's value within complex claims, service and sales use cases while cultivating network collaborations for our carrier partners to reduce process cycle time and increase customer satisfaction.
March 3
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Scott Weller is CTO and co-founder at EnFi, an AI-driven platform for assessing and monitoring credit risk. Previously, Scott served as the co-founder and CTO of SessionM, which was acquired by Mastercard in 2019.
March 3
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Thirty members of the Senate Banking and House Financial Services committees signed a letter petitioning the administration to name a new vice chair for supervision — and quickly.
March 3
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The Treasury will no longer enforce Corporate Transparency Act reporting rules for U.S. businesses, a move critics say weakens anti-money-laundering efforts.
March 3
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Block has combined buy now/pay later with peer-to-peer payments, part of a big bet that younger consumers want an alternative to credit cards.
March 3
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The startup announced over $20 million in funding in January and plans to launch in the second quarter of 2025.
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