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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Prasad Barri, CPA, CA, CMA, is a tax advisor, financial analyst and accounts manager at Saicedar LLC who focuses on U.S. business structure consulting and tax planning.
March 14
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The first task for a new director of the Consumer Financial Protection Bureau should be sweeping away the clutter of ill-considered lawsuits and regulatory pronouncements left over from the Biden years.
March 14
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Thirty-eight TD Bank locations and 24 Flagstar branches are set to shut down. Both banks are coming out of tumultuous periods.
March 14
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The biggest loser had a net loss on sale of loans and leases of $908.2 million.
March 14
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In 2023, the Consumer Financial Protection Bureau cited Citibank for discriminating against Armenian Americans. The recent turmoil at the agency raises questions about whether the bureau will be able to carry out similar actions in the future.
March 14
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Three Democratic senators joined Republican colleagues to confirm the businessman, who previously voiced his support for easing government regulations.
March 13
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The Queens, New York-based community mutual bank held a grand opening ceremony to open a new office space exclusively for its tech employees.
March 13
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Chris Purves is president of
Greenfield Insurance Agency , which offers insurance programs for both for-profit businesses and nonprofits. With an understanding of the unique challenges faced by small businesses, Purves enjoys servicing these companies and offering coverage to help through uncertain times. Greenfield Insurance provides coverage for general liability, property, workers comp, directors and officers, cyber liability, employment practices, professional liability and more.March 13
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New York Attorney General Letitia James announced new state legislation to ban unfair and abusive business practices, giving state regulators broader authority to crack down on consumer abuses.
March 13
