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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Industry representatives such as the European Banking Federation are lobbying the European Commission to push back stricter capital standards rules until the beginning of 2027.
January 24
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The executive order also calls for regulations to be written for the digital asset industry.
January 24
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Matt McKinney is senior director of tax accounting methods and credits at
Source Advisors . He has over 22 years of combined public accounting experience in the areas of tax compliance, accounting for income taxes, capital cost recovery analysis, and accounting periods and methods.January 24
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Steve Squeri told analysts his firm is prepared to compete with small-business technology providers like Ramp and Brex. He also weighed in on the potential payments behemoth that would result from Capital One's purchase of Discover.
January 24
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Texas and nine other Republican-led states are ratcheting up pressure on Wall Street's diversity programs, asking firms about their policies on hiring and supplier selections as the Trump administration moves to gut DEI.
January 24
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FX professionals have long recognized that the most commonly used spreadsheet program struggles to keep up with an evolving marketplace. It's time to bring artificial intelligence into the mix.
January 24
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Experts say the Trump administration is waiting for Scott Bessent to be confirmed as treasury secretary and for other appointees to clear the Senate before naming acting heads at federal banking agencies.
January 24
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Greg Baer, head of the Bank Policy Institute, echoed the president's assertion that unchecked supervisors are urging banks to drop risky clients .
January 23
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