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 nation's second-largest bank issued guidance that net interest income will reach up to $15.7 billion by next year's fourth quarter, a 7% increase.
January 16 -
The Pittsburgh-based company's fourth-quarter earnings increased more than 80% from the same period in 2023, beating analysts' expectations and leaving CEO Bill Demchak upbeat about 2025 prospects, though M&A likely remains off the table.
January 16 -
Scott Bessent, Donald Trump's pick to serve as Treasury Secretary, handled a policy-heavy confirmation hearing with poise, highlighting his preference for relaxed bank regulation, support of the 2017 Trump tax cuts and a hawkish approach to spending.
January 16 -
Cash App's parent company Block failed to investigate fraud and unauthorized transactions, and refused to refund customers, the Consumer Financial Protection Bureau said.
January 16 -
The investment banking giant has been the subject of regulatory probes regarding the way it vets prospective clients. So far, that's not driving away potential clients, executives say.
January 16 -
The $678 billion-asset bank highlighted its payments and investment management and trust business as fee generators in the recently ended quarter.
January 16 -
Chief Innovation Officer Don Relyea and Head of Applied Foresights Todder Moning described what interested them at this year's Consumer Electronics Show, and which technologies are getting close enough to become bank-ready.
January 16 -
The nominee to lead Federal Housing Finance is head of Pulte Capital Partners, which invests in homebuilding related businesses.
January 16 -
A midweek rally followed robust bottom-line results from JPMorgan Chase, Wells Fargo, Bank of America and several other large banks. But further interest rate cuts may be needed to sustain momentum.
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Trey Tagert is an adjunct professor of banking and financial services at Collin College. He is also the vice president of fair and responsible lending at HTLF Bank.
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