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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Jim Gold of Steward Partners thinks impending advisor retirements will continue driving smaller RIAs into M&A deals with big acquirers — even as AI turns many investors into "do-it-yourselfers."
May 26
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The streamlining is designed to further expedite a process which allows mortgage companies to get a case number for loans on single units even if the building they're in doesn't have one.
May 26
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Berkshire Hathaway is narrowing its bank exposure, and sitting on a mountain of money. That says something about the market.
May 26
American Banker -
The latest acquisition activity points to the importance of decisions lenders make regarding their MSRs in 2026 and some considerations unique to each company.
May 26
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Homebuyers applying for Federal Housing Administration loans in community property states are facing hurdles that current market conditions have heightened.
May 26
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Ashley Foster, MBA, SHRM-SCP, is the Executive Vice President of Acute Partnerships at ShiftMed, where she leverages over 15 years of healthcare HR experience to drive innovative workforce solutions for hospitals and health systems. Ashley's expertise spans strategic human resource leadership, talent acquisition, and employee retention, having previously led HR teams at major health systems. Her work focuses on addressing the critical challenges facing healthcare today—recruitment, retention, and workforce sustainability—by championing flexible staffing models that empower healthcare organizations to meet evolving workforce demands while enhancing employee satisfaction and engagement.
May 25
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Berkshire Hathaway's banking-related investment strategy is murky, after the arrival of new leadership and the sale of its stakes in Visa and Mastercard.
May 25
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Consumers don't mistrust crypto products because they don't understand the technology behind them. They mistrust them because they have seen them fail under pressure. The path forward will be slow and incremental.
May 25
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Jesse Knutson is head of operations at Bitfinex Securities. Prior to this role, Knutson served as vice president of financial products at Blockstream, in addition to equities and trading roles at Macquarie Group and Barclays respectively.
May 22
