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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Banks are posting record profits, benefiting from being in the middle of a hot credit cycle. Everything is going their way. The only question is, how long can it last?
July 17
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A coalition of 20 state attorneys general, most of them Democrats, is opposing efforts by the high-cost lenders Enova International and Opportunity Finance to acquire banks. The state AGs warn that the companies are trying to dodge state interest-rate caps.
July 17
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Allie Szczepaniak is the COO of Solidarity Health Network, a Cleveland-based third-party administrator 9TPA) and benefits consultant that manages employer-sponsored health plans, focusing on services like benefit administration, billing and claims processing for unions, public employers and corporations.
July 16
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FINRA's annual snapshot shows how the wealth industry is changing, from key business metrics and marketing trends to shifts in registration and a shrinking branch footprint.
July 16
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The regional bank revealed plans Thursday to close most of its supermarket-based branches and replace about half of them with new, nearby standalone branches. The multiyear transition could attract $20 billion to $30 billion in low-cost deposits, executives said.
July 16
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The bank regulators say they will limit the sending and storage of highly sensitive supervisory information, including by using alternatives such as on-site reviews and requiring notifying banks of data compromises within 72 hours.
July 16
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Jim Girard is vice president of engineering at Benekiva, where he helps build scalable, secure technology for modern insurance claims and servicing operations. With decades of experience across TPAs, P&C, life insurance, new business, claims, and carrier technology environments, Jim brings a practical, carrier-fluent perspective to the intersection of insurance and technology.
July 16
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State Street executives said Thursday that one of its investment funds was selected as the default investment option for "Trump accounts."
July 16
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The U.K.-based bank renewed its longest tenured co-brand program, which has been running for more than 20 years, for another decade. The renewal will help the bank expand its consumer banking portfolio.
July 16
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The central bank failed to prevent critical economic information from falling into the hands of "foreign adversaries," according to a report from its inspector general.
July 16
