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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The Consumer Financial Protection Bureau had accused the Dallas bank of "deliberately disconnecting 24 million customer service calls" among other "unfair" acts. But the motion to dismiss allows the CFPB to refile the case again.
April 11
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The JPMorgan Chase CEO said Friday that recent turmoil in the bond market highlights the need for more capital and liquidity flexibility.
April 11
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A former TD Bank employee pleaded guilty to a felony in connection with a check-fraud scheme; EWA provider DailyPay filed a lawsuit against New York Attorney General Letitia James; First Citizens BancShares ended the shared-loss agreement it made with the FDIC after acquiring Silicon Valley Bank; and more in this week's banking news roundup.
April 11
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Bank of New York Mellon's earnings blew past Wall Street's expectations, but CEO Robin Vince said the bank is bracing for long-lasting uncertainty.
April 11
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After rapid changes in U.S. trade policy, banks and their clients are putting merger deals on ice until the dust settles.
April 11
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Pamela J. Hunter is Speaker Pro Tempore, New York State Assembly and President of the National Council of Insurance Legislators (NCOIL).
April 11
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Jon Godfread is the North Dakota Insurance Commissioner & President of the National Association of Insurance Commissioners (NAIC).
April 11
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With more than 25 years of experience in the insurance and technology industries, George Robertson provides a seasoned perspective on emerging technological trends and their impact on insurance professionals and clients. As a former board member of the Independent Insurance Agents & Brokers of America (IIABA) Agency Council for Technology, he has played a key role in tracking strategic developments that shape consumer expectations and business opportunities.
George also served as co-chair of the Cyber Workgroup, where he helped develop The Cyber Guide for Insurance Agents, a resource designed to assist agents with cyber regulation compliance and safeguard both agencies and their customers. With expertise in cyber insurance, insurtech, artificial intelligence, and agency automation, he delivers valuable insights that drive innovation and progress within the insurance industry. He can be reached at
grobertson@ncinsquote.com .April 11
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The National Federation of Independent Business calls on the Treasury to delete beneficial ownership data collected under a now-paused rule, citing privacy risks and small-business burdens.
April 11
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