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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TD has been adjusting its balance sheet to comply with a cap on its U.S. retail banking assets, imposed last year as part of its money-laundering plea.
February 10
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Leading Republican lawmakers released two similar stablecoin bills last week, legislation that the White House wants finished quickly. Here are four issues banks need to watch as the bills move forward.
February 10
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President Donald Trump has recruited Fiserv CEO Frank Bisignano and PayPal co-founder Elon Musk to streamline parts of the government. Their styles and experience could not be more different.
February 10
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Since August, Truist, KeyCorp and Goldman Sachs have granted one-time stock awards to certain executives they want to keep in place. One analyst wants shareholders to reject the bonuses, while consultants say there are valid reasons for banks to make the awards.
February 10
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Russell Vought, the Consumer Financial Protection Bureau's new acting director, ordered staff to stop all work and closed the agency's headquarters for a week.
February 9
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Marc Rosenberg is a nationally known consultant, author and speaker on CPA firm management, strategy and partner issues. Managing partner of the Chicago-based consulting firm, Rosenberg Associates, he is founder of the authoritative annual survey of midsized CPA firm performance statistics, The Rosenberg Survey. He has consulted with more than 1,000 firms throughout his decades-long consulting career. He is best known as the author of his acclaimed Practice Management series — a compilation of knowledge and experience amassed throughout his consulting career on key topics pertinent to CPA practice management. Rosenberg is a graduate of the University of Illinois.
February 8
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A group of 19 state attorneys general have sued the Trump administration, alleging the Department of Government Efficiency's move is illegal. The injunction is pending a hearing Feb. 14.
February 8
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Newly-confirmed Office of Management and Budget Director Russell Vought, a key architect of Project 2025, has been charged with overseeing an agency Republicans have vowed to eliminate, according to a Wall Street Journal report.
February 7
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Sarah Acton is the chief customer officer at BILL. She brings more than 30 years of experience in marketing, sales and brand-building work in both consumer and business markets. Prior to BILL, she led both marketing and sales at Athos, a wearables company in the athletic performance space. She was also responsible for global brand oversight during pivotal periods of growth at LinkedIn and consumer marketing leadership at Yahoo!. She was also the owner of a small retail business, and holds an MBA from Northwestern University – Kellogg School of Management and a B.S. in Marketing from Tulane University.
February 7
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