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
-
DFCU Financial reached a deal to acquire Winter Park National Bank in the Orlando metropolitan area. It was a record 20th credit union-bank merger of the year.
November 8
-
The buy now/pay later company beat analysts estimates on revenue and net income and is trying to get more frequent usage out of its customers.
November 8
-
Henry Yoshida is founder CEO and co-founder of Rocket Dollar.
He is a successful entrepreneur, CFP practitioner and licensed real estate agent. Previously he founded venture capital-backed robo advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs); was the founder of MY Group (acquired by CAPTRUST), a $2.5 billion assets under management investment firm; and was a vice president at Merrill Lynch.
November 8
-
By exempting small banks from compliance with its open banking rule, the Consumer Financial Protection Bureau is relegating them to the dustbin of history. That cannot be allowed to happen.
November 8
Vast Bank -
During Donald Trump's last presidency, the massive merger that created Truist shook up the industry. What's coming this time around?
November 8
-
-
Donald Trump's ascension to the presidency creates regulatory uncertainty, but Block's CEO says the company hopes for more clarity for bitcoin and is developing technology to be flexible.
November 7
-
The Federal Reserve's top official was emphatic that he and other leaders on the Board of Governors cannot be dismissed or demoted at will by the president.
November 7
-
The Vienna, Virginia-based credit union will pay tens of millions of dollars in penalties over what the agency said was "junk fees" charged to Navy Federal's customers.
November 7
-
AI agents can help route tasks and make decisions along the way, but a human in the loop will still be needed to ensure effectiveness.
November 7
