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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Fund That Flip, a former Synapse customer that says its customers are owed $243,861, won the right to demand answers and documents from Evolve.
April 21
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Dan Johnson is the managing director atF2 Strategy , a wealthtech management consulting company serving complex wealth advisory firms.April 21
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The Dallas-based regional bank doesn't plan to halt in-progress investments, but it may adjust the pace of spending this year, depending on which way the economy goes. It also made downward revisions to its outlook for average loans, net interest income, fee income and expenses.
April 21
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Max Bonici is a partner in the financial services practice at Davis Wright Tremaine LLP
April 21
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Chris Corrado is CEO, Americas for Squirro. Corrado has extensive experience in scaling companies as well as building and operating technology platforms on a global scale. Prior to joining Squirro, Corrado was CIO at CardWorks, a leading credit and payments company, where he was responsible for data, technology and digital. Before that, he was CEO at Sitehands, the world's first IT field services marketplace. He also served as chief operating officer at the London Stock Exchange Group and held CXO positions at leading financial institutions such as MSCI, Morgan Stanley, Deutsche Bank, Merrill Lynch and UBS. His background also includes scaling companies in the telecoms and e-commerce industries including Asurion, eBay and AT&T. In addition, he was an Advisory board member for Crypto.com.
April 21
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An administration willing to rethink longstanding regulatory norms could implement targeted reforms that unlock the potential for increased investment, innovation and job creation across the country.
April 21
Ludwig Advisors -
Federal Reserve officials have all but conceded their claims to bank oversight independence while holding fast to monetary policy independence. But whether that line will hold is an open question.
April 21
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Bad actors use generative AI to create automated threats that are more sophisticated than earlier generations of malicious bots, and they are going after banks' APIs.
April 21
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A federal judge issued an order blocking the Trump administration from firing hundreds of Consumer Financial Protection Bureau employees, saying agency leadership had 'thumbed their noses' at the court's earlier injunction.
April 18
