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
-
Bola Akinsanya is the founder of
Unlevered , a residential cost segregation and asset-depreciation platform for CPAs and real estate investors. She was previously Global Director of revenue and vetting systems at Airbnb.July 14
-
Alex Karp told CNBC the frontier model providers are charging too much for tokens and taking customers' intellectual property. Here are the risks to bankers' strategies.
July 14
-
CPI inflation remains above the Federal Reserve's 2% target, but the slower rate of increase gives the central bank time to weigh the best course of action.
July 14
-
The card network's AI Financial Assistant uses information from 257 billion yearly transactions to inform "conversational" advice embedded in banking apps.
July 14
-
The only thing we know about the next financial crisis is that it won't look like the last one. But specific changes to bank safety and soundness requirements and clearer regulatory authorities would help us respond.
July 14
Bovenzi Group -
The New Jersey bank has attributed a 60% reduction in document-related task time over the past three months to an AI agent from fintech provider nCino.
July 14
-
The biggest core providers have each tied their security to a frontier AI developer. The guidance that would govern any of it excludes agentic AI.
July 14
-
Michael Burry, a GSE investor and early predictor of the Great Financial Crisis, is eyeing the senior preferred liquidation preference and a 2028 deadline.
July 14
-
A detailed look at bank merger-and-acquisition activity between January and June reveals a significant slowdown in announcements and a decline in deal value and pricing. The deceleration coincided with the start of U.S.-Israeli attacks on Iran.
July 14
-
Housing professionals say the ROAD Act provides a blueprint for addressing housing supply and affordability challenges, but what comes next will largely depend on funding decisions and whether states and local governments adopt the initiatives outlined in the law.
July 14
