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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Borja Perez is Vice President, Product Delivery, atCloudPay , the leader in global payroll and payment solutions. Perez began his career at PwC before working for other global organizations, including IBM and ADP. He has worked with CloudPay since 2020 and is presently involved in shaping the modern pay experience for the global network of businesses with whom the firm partners.January 15
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As Donald Trump returns to the White House, Goldman Sachs is looking forward to the "improving regulatory backdrop."
January 15
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Jane Fraser, CEO of Citigroup, told analysts she's not going to sacrifice growth-related investments for short-term gains. "You shouldn't want me to do that," she said.
January 15
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The incoming Trump administration's 'agency review team' has landed and is expected to name an acting director of the Consumer Financial Protection Bureau. Republicans on the Federal Deposit Insurance Corp. or the Federal Trade Commission are among the most likely candidates.
January 15
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Wells Fargo CEO Charlie Scharf validates some of the optimism, telling analysts he feels "really great about our progress." But he said executives "don't want to get ahead of ourselves."
January 15
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Banks must comply with a European Union law known as DORA by Friday. The law aims to improve cybersecurity and reduce tech failures in financial services.
January 15
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The $4 trillion-asset bank posted its highest-ever annual profit but also said its CEO succession plan is still in the works.
January 15
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Mohit Ramani joins the Cleveland-based company next week. His predecessor, Darrin Benhart, will fill a newly created role as Key's chief regulatory officer.
January 15
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The Consumer Financial Protection Bureau released recommendations on how states can beef up enforcement after the Trump administration takes office next week.
January 15
