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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New bank capital rules have changed the calculus for many banks in the U.S., eliminating many of the barriers that prevented midsize institutions from growing. The result will likely be a rapid spike in mergers.
May 19
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Deepinder Gulati is chief product & AI officer at Nayya, where he leads product, engineering and AI for a benefits intelligence platform serving over 4 million employees. He has spent two decades in product and AI leadership across financial services and health tech, including senior roles at American Express, Bankrate, Zocdoc, and Beam Benefits.
May 18
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The move comes about a year after rising delinquency levels prompted SBA to raise lender fees and tightened underwriting standards in its flagship 7(a) program.
May 18
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Select ChatGPT users can now connect their bank accounts to the AI-powered chatbot for personal money management advice based on their financial history.
May 18
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Suncoast Credit Union moved from one-time identity checks to monitoring members for the life of the account. It says fraud losses fell more than a third.
May 18
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The $110 million settlement, which was mapped out last fall, requires Wells Fargo to establish a $100 million fund to provide downpayment and closing-cost assistance to eligible borrowers who live in or plan to buy a home in certain low- and moderate-income census tracts.
May 18
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Zoe Sagalow is a reporter for Financial Planning covering tax, retirement and more.
Previously, she covered bank regulation, insurance regulation and tax policy.
May 18
