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 Treasury's leader said the administration is not letting up on its efforts against alleged political violence, a campaign likely to raise the stakes of banks' relationships with politically sensitive nonprofits.
July 16
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Richard Lavina is co-founder and CEO of Taxfyle. He is a CPA and a member of the IRS electronic tax administration advisory committee (ETAAC). He began his career at PwC.
July 16
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Bank7 CEO Tom Travis told analysts the court-ordered auction for a 71% stake in Century Bank should open in August.
July 16
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The payment company's Cash App Borrow has expanded lending volume by about 300% in about a year following its FDIC approval to expand lending. The company analyzes payment activity to vet loans in an effort to beat banks to consumers.
July 16
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One of Sweden's biggest banks agreed to the penalty to resolve a multiyear investigation into its compliance failures. The New York State Department of Financial Services said Swedbank intentionally withheld information it was required to turn over.
July 16
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JPMorgan has a habit of taking its former private client advisors to court and accusing them of trying to steal clients they met through bank referrals. An industry recruiter says such suits aren't necessarily a sign of recruiting deals gone bad.
July 16
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A breakout month by the company's newly acquired investment banking subsidiary, BTIG, added nearly $100 million of revenue during the second quarter.
July 16
