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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While executives this week signaled they could accept policies that put pressure on the economy, analysts said the lighter regulatory touch is unlikely to offset Trump's tariff regime.
February 13
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The heads of both the House and Senate banking committees introduced a Congressional Review Act resolution to undo the Consumer Financial Protection Bureau's overdraft rule, a measure that only needs a simple majority in both chambers to pass.
February 13
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North American banks face heightened anti-money laundering scrutiny and a few related variables will determine whether or not this leads to more mortgage sales.
February 13
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Plenty, a finance app for couples, shifted from subscriptions to an investment advisory fee-based model to differentiate from other couples-focused fintechs.
February 13
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While Freddie Mac's weekly survey showed 30-year rates falling, other indicators paint a mixed picture for mortgage lenders and borrowers.
February 13
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Alec Miloslavsky has more than 20 years of experience in technology and entrepreneurial leadership. Prior to EIS, he co-founded Exigen Services (now Return on Intelligence), a company that has grown to revenues exceeding $70 million. Earlier in his career, Alec co-founded Genesys Telecommunications Laboratories and served as CTO from its inception where he helped lead the company to its successful initial public offering and subsequent sale to Alcatel for $1.9 billion in 1999. Following the acquisition, he played a key role with the integration of Genesys into the Alcatel organization.
February 13
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The rule requiring businesses to report their beneficial ownership is deeply flawed. Enforcement should be suspended until it can be revised to place fewer burdens on law-abiding people and companies.
February 13
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Foreclosure filings increased 7% in January from December, which could be a housing market starting to experience trouble, or a post-holiday return to normal.
February 13
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The Federal Deposit Insurance Corp. and other independent agencies will likely need to identify positions not explicitly required by law under a new Trump administration executive order aimed at downsizing the federal workforce.
February 13
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For the first time since the Eaton Fire erupted more than a month ago, Altadena has a bank branch that's open for business.
February 13
