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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Ximena Aleman is the co-dounder and co-CEO of Prometeo, a Latin America-based fintech infrastructure company.
November 27
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Buy now/pay later firms launched new products and announced new operational strategies this week as they prepare for an expected increase in demand this holiday shopping season, while Revolut's CEO laid out plans for 2025.
November 27
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November's roundup includes consumer doubts plaguing the reputation of USAA, reviews of the Consumer Financial Protection Bureau's actions and more.
November 27
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Ali Abinader is an accounting firm consultant at The Visionary Group working exclusively with CPA firms. He interacts daily with partners to help them identify candidate firms that would work well as an acquisition or a merger. Ali is extremely diligent in following through on every opportunity to ensure no details are missed. Before joining the Visionary team, he was a credit lending specialist in the banking industry, serving clients who needed installment loans, credit lines, and home equity loans. He is currently working on his Bachelor of Science degree in Accounting.
November 27
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The founder of a bank whose mission is to reduce atmospheric carbon dioxide is undaunted by the prospect of a more fossil-friendly Trump administration.
November 27
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Aaron Mears is a versatile writer known for his insightful and engaging articles covering home, real estate, and environmental topics. Driven by a passion for creating compelling content, Aaron combines in-depth industry knowledge with a creative approach to deliver narratives that inform and inspire. His work often delves into sustainable living, market trends, and practical advice, establishing him as a trusted voice in his field. See more at
https://activerain.com/profile/aaron13 .November 27
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Yunita Anwar, Ph.D., is an assistant professor of accounting at the
Shenandoah University School of Business in Winchester, Virginia.November 27
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"Too big to fail" banking giants like to masquerade as community banks when it suits their purposes, but they will never be able to replace real, local bankers with deep ties to their customers.
November 27
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The Sandy, Utah-based credit union opted to part with its two New Mexico branches to focus on other geographies. At least one expert expects an uptick in branch sales as more credit unions seek to "right-size" their networks.
November 26
