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
-
Neil Keenan is a partner at the
Forensic Risk Alliance based in the firm's Washington, D.C., office and serves as co-lead of FRA's investigations practice. He specializes in the delivery of forensic accounting services, including investigations in a number of areas that include corruption, accounting fraud, asset misappropriation and embezzlement.May 7
-
The AI lending platform company reported strong earnings and revenue, as well as deals with Fortress and Walmart, but investors appear to be spooked by economic uncertainty.
May 7
-
The last time someone decided to gut a major financial services regulatory agency, we got the Great Recession. DOGE cuts to the Consumer Financial Protection Bureau could trigger similar pain.
May 7
-
The London-headquartered bank is extending its TradePay platform to directly cover the cost of tariff payments, allowing importers to effectively borrow to meet the increased expenses involved in shipping products into the U.S.
May 7
-
AI agents have the power to automate a number of once-manual tasks: They can conduct background research, generate content, write code and analyze data. In their latest evolution, driven by Visa, Mastercard and other fintechs, payments are now on the menu of services.
May 7
-
-
The bureau's Tuesday afternoon announcement follows an earlier statement that it would walk back a rule that places buy now/pay later loans under the Truth in Lending Act's Regulation Z, a move that will ease compliance for fintechs that offer installment loans.
May 6
-
Eliminating overdraft charges is Stearns Bank's latest move to limit fees that its customers pay. CEO Kelly Skalicky says deposit service fees aren't a good business model.
May 6
-
House Financial Services Committee ranking member Maxine Waters, D-Calif., blocked a planned joint hearing on a crypto market structure bill amid concerns about the Trump family's conflicts of interest in cryptocurrency.
May 6
