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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According to a recent survey by Janus Henderson, 79% of clients said they would be upset to learn an advisor used AI without telling them.
May 21
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Ofir Nir is the chief financial officer at
Flatworld Solutions , where he leads global finance operations across accounting, FP&A and financial systems. With over 20 years of experience, including senior finance roles at GE and SUEZ and earlier in audit at KPMG, his work focuses on building scalable, audit-ready finance functions in private equity-backed environments. He has led ERP implementations, process standardization efforts, and control enhancements, with a focus on ensuring finance organizations can support automation and growth through disciplined operations and reliable data.May 21
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Tom Vladeck is co-founder of
Recast and holds a master's degree from LSE and an MBA from Wharton. Prior to co-founding Recast, he built a quantitative market research firm.May 21
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Push past AI experimentation and deliver real business impact
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Artificial intelligence has the potential to vastly improve many of the services banks deliver. It should be viewed as a catalyst to spark the next evolutionary phase of banking, not a harbinger of doom.
May 21
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Bill Demchak of PNC Financial Services Group got a $10 million raise in 2025. It was the largest pay bump, on a dollar basis, among a group of more than 50 bank CEOs.
May 21
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Hong Kong, Hong Kong, May 21st, 2026, FinanceWire
May 21
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Banks are increasing their loan-loss provisions, though they say the additions are just precautionary. Are they really?
May 21
American Banker -
BOK Financial and Atlantic Union Bankshares are among the lenders with very low rates of bad loans. They're telling investors it won't last forever.
May 21
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AI is being used to help investigate red flags and to chat with criminals to find out more about their tactics.
May 21
