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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Employees are using ChatGPT without telling their managers and the IT team. That's not necessarily a bad thing.
April 3
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The bank technology is launching its signature payment platform in a country where rivals like Square and PayPal are also actively chasing business payments.
April 3
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A new award will recognize innovations that are changing the way bankers do business.
April 3
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Jonathan Gould, President Donald Trump's pick to lead the Office of the Comptroller of the Currency, passed through the Senate Banking Committee on a party-line 13 to 11 vote.
April 3
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The world's largest asset manager has recognized that investing in organizations that champion environmental, social and governance issues is not an inherent good. This shows that market forces are reasserting themselves.
April 3
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Lowell M. Smith Jr. is chief compliance officer and co-founder of
IRALOGIX .His previous experience includes working for the ERISA enforcement agency in the U.S. Department of Labor. He created a TPA compliance practice and consulted on products, procedures and technology for clients of Universal Pensions, now Ascensus. He is a published author and a frequent speaker at industry conferences.
April 3
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Individual victims of the data breach could get up to $3,000, but most will see around $20, possibly less. The breach also affected fintech partners.
April 3
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Equity Bancshares said it would pay nearly $87 million in cash and stock to acquire NBC Corp. of Oklahoma. If it closes, the deal will be Equity's 13th bank acquisition since 2015.
April 3
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Paul Tyler is Head of Enterprise Marketing and Marketing Innovation at Zinnia, previously serving as CMO at Nassau Financial Group where he led branding strategy, digital initiatives, and built direct-to-consumer channels for insurance products. With deep expertise in financial services marketing and digital transformation, Paul brings a practical perspective on how advisory firms can leverage technology to enhance client engagement while maintaining the human connection that's essential in financial services.
April 3
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Financial services executives report seeing an increase in quantifiable value from AI investments in the fifth annual Broadridge survey.
April 3
