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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The Ontario-based lender announced a partnership that represents the first dividend from its recent acquisition of a Minnesota-based community bank.
February 10
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A federal appeals court in Texas has delayed the implementation of the Consumer Financial Protection Bureau's small-business data reporting rule slated to go into effect in July. How the Trump administration proceeds from here could be instructive on its approach to other CFPB rules.
February 10
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The digital banking software provider recently received $160 million in funding and hopes to grow its bank client list as it upgrades product offerings.
February 10
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Hal Schwartz is the COO for Functional Finance. He can be reached for further comment or information via email at
hal@functionalfi.com .February 10
