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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Lindsay Rosenfeld is an audit and assurance partner at
Deloitte & Touche LLP . As the national market offering leader for governance, risk, and controls within Deloitte's accounting & reporting advisory practice, she specializes in SOX readiness and the modernization of SOX and internal control programs. She also assists companies in implementing technology solutions to manage these programs effectively.April 1 -
The buy now/pay later company made a deal with Stride Bank to add banking-as-a-service heft as Affirm Card usage soars and Evolve grapples with defections.
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The Trump administration is leapfrogging the normal process by taking its fight over a district court injunction blocking efforts to shut down the Consumer Financial Protection Bureau to a federal appeals court, according to the CFPB workers' union.
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John Kothanek, who leads the crypto exchange's global intelligence team, shares some of the ways the company helps investigate on-chain crime.
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"I can't just go fishing in the ocean," said Grasshopper Bank CEO Michael Butler, referring to his bank's ability to gather deposits. "JPMorgan Chase is out there with a yacht, and I'm driving a small speedboat."
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The customer complaints received by the Consumer Financial Protection Bureau are not just a list of grievances. They are a vital source of information for banks and financial services firms, and must be retained.
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Holly O'Neill, who was No. 5 on American Banker's list of the Most Powerful Women in Banking last year, will oversee a new department combining BofA's retail and preferred units. Aron Levine, who previously led preferred banking, is leaving the company.
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Andrew Zea is a Capco consultant based in Chicago IL, with three years of technology experience in software implementation and product management. Andrew's focus is creating efficiencies by streamlining processes, developing innovative technologies, and mapping new ways to use data to drive results. He has experience leading global agile teams and truly enjoys delivering outcomes across a wide variety of domains and functions. He remains continuously passionate about leading edge trends across technology, data, and customer experience.
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Gustavo Oliveira is a Capco Solution Architect passionate about modernizing the financial sector. With 15 years of experience in banking and insurance, he specializes in leveraging new technologies to drive digital transformation. He is a subject matter expert in digital development, identifying leading industry trends across new customer-facing technologies, channel strategy, and UI/UX, all with the central mission to help clients across financial services turn good ideas into great results.
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