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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A federal appeals court in Texas has delayed the implementation of the Consumer Financial Protection Bureau's small-business data reporting rule slated to go into effect in July. How the Trump administration proceeds from here could be instructive on its approach to other CFPB rules.
February 10
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The digital banking software provider recently received $160 million in funding and hopes to grow its bank client list as it upgrades product offerings.
February 10
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Hal Schwartz is the COO for Functional Finance. He can be reached for further comment or information via email at
hal@functionalfi.com .February 10
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The Canadian bank plans to exit its 10.1% interest in the brokerage firm, allowing it to shore up capital and strategically shrink to adhere to penalties related to its historic compliance failures.
February 10
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McKernan, a member of the Federal Deposit Insurance Corp.'s board of directors, offered measured resistance to Biden-era bank regulation and led on a number of issues including cracking down on the influence of asset managers who hold stakes in FDIC-insured banks.
February 10
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Acting Consumer Financial Protection Bureau Director Russell Vought ordered bureau employees to "stand down" and perform no work, effective immediately.
February 10
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Ramp, NerdWallet and Rocket all released commercials at this year's Super Bowl where the Eagles defeated two-time reigning champions the Chiefs.
February 10
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Elon Musk will dispatch a team to gain read-only access to the government's central accounting system.
February 10
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Courts are litigating the question of whether Elon Musk has the authority to assign DOGE employees to positions that grant them access to sensitive data.
February 10
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After nearly 10 years of banking my business, BofA debanked it because of overzealous anti-money-laundering enforcement. The Trump administration must bring back common sense to Bank Secrecy Act compliance.
February 10
K.H. Thomas Associates
