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 business banking fintech, which recently received conditional approval for a de novo bank charter, now has a $5.2 billion valuation.
May 21
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Jon Pruzan is co-president of Pretium, overseeing the firm's strategic and operational initiatives. He is a member of Pretium's executive committee and board of directors. Prior to joining Pretium in 2023, Jon spent nearly 30 years at Morgan Stanley (1994-2023), most recently as chief operating officer and executive vice president (2021-23).
May 21
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Jacob O. William writes about the infrastructure of trust in financial systems, with a focus on fintech, automation and human-centered design.
May 21
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JPMorgan, Mozilla, Palo Alto and other Glasswing partners have new latitude as Anthropic loosens disclosure rules under congressional pressure.
May 21
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Dorota Gawron is a consultant at Sollers Consulting, specializing in pricing transformation and digital innovation in the insurance sector.
May 21
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Michał Trochimczuk is Co-founder and managing partner ofSollers Consulting , a global firm specializing in digital transformation for the insurance and financial services industries.May 21
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The Federal Reserve Board on Wednesday published a proposed limited master account framework, marking the next step toward creating another option for firms to access the Fed's payment systems.
May 21
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Like most payment companies and banks, the stablecoin firm is lining up a suite of services for demand that hasn't quite materialized, but likely will – in some form.
May 21
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Steve Bailey is the president and chief operating officer of RockWallet, a fully licensed digital asset platform.
May 21
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With the 10-year Treasury yield at levels not seen in 52 weeks, the 30-year fixed rate mortgage rose 15 basis points over last Thursday, Freddie Mac said.
May 21
