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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A new AI regulation framework limits U.S. chip and software exports. Bank vendors are among the tech giants that say it's poorly timed and threatens innovation.
January 13
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A cohort of bank industry interest groups called for the incoming Trump administration to pause all pending bank regulation and litigation and extend the timelines for implementing final rules issued by the Biden administration.
January 13
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Shift4, whose CEO Jared Isaacman has been nominated by President-elect Trump to head NASA, will pay $750,000 to resolve claims that the fintech didn't report payments to the relatives of its executives.
January 13
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Beau Cummins, a longtime Truist executive, stepped into the chief operating officer role in 2023 to help reposition it after years of lagging performance. The bank says he won't be replaced.
January 13
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High winds continue to impede firefighters' progress in the Pacific Palisades and Eaton fires.
January 13
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The Federal Deposit Insurance Corp. granted nonbank investment firm BlackRock an extra month to come to an agreement with the agency over its substantial stakes in certain FDIC-regulated firms, a matter that Republicans and Democrats have both expressed concern about.
January 13
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Mutual Federal Bancorp nixed its planned acquisition of Pulaski Savings Bank. It did not disclose a reason for the deal termination.
January 13
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Kristiana Daniels is a financial advisor with Fiduciary Financial Advisors, an independent financial planning and wealth management firm.
By advocating for her clients and leveraging creative solutions, she designs tax-efficient financial plans that pave the way for lasting success. Daniels is a certified financial planner professional and an IRS enrolled agent.
January 13
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Standing on the sidelines when it comes to the implementation of artificial technology in the investment banking sector is no longer a viable strategy. Companies must move ahead, or risk being left in the dust.
January 13
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Bankers are putting pre-established action plans for disaster recovery into motion as wildfires in Los Angeles sweep across the region.
January 13
