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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Marcy Klipfel is the Chief Engagement Officer at Businessolver, a leading benefits administration technology platform. There, she oversees recruiting, training, compensation, benefits, succession planning, organizational design, compliance, performance management, and driving a high-performance culture. Annually, Businessolver conducts the State of Workplace Empathy Study with a national audience of CEOs, HR leaders, and employees. Learn more at
www.businessolver.com/workplace-empathy .October 30
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The processor's sale of medical software firm AdvancedMD comes as it prioritizes small-business payments, according to Cameron Bready.
October 30
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Drey Roberts and his team move to de novo warehouse lender Primis Bank as former home Independent Bank makes a strategic exit.
October 30
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Allen Puwalski is the managing partner & CIO of Cybiont Capital and a member of the board of Flagstar Financial. He has previously served as chief of bank analysis at the FDIC's Division of Insurance, led the global financial team at CFRA and was a financial sector specialist at Paulson & Co. He is a chartered financial analyst.
October 30
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The global transfer companies made big moves this week, with Western Union buying Dash from Singtel Singapore, while former Walmart executive Anthony Soohoo will be the new boss at MoneyGram.
October 30
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The $24 billion-asset bank fully integrated its acquisition of Lakeland Bancorp during the third quarter, and that milestone has positioned the bank for growth, executives said.
October 30
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Leaving credit unions exempt from the Community Reinvestment Act preserves a gaping hole in regulations designed to make sure that financial services firms make loans available in underserved communities across the country.
October 30
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When TD Bank's $13 billion acquisition fell through, First Horizon was forced to quickly come up with a plan. Here's how the bank's culture of sharing ideas and inclusion helped.
October 30
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David G. Barbeito, CPA, is a managing partner at
De La Hoz, Perez & Barbeito PLLC . At his firm, they work with entrepreneurs locally and internationally across various industries and assist them with audit, tax, and accounting services. Reach himdbarbeito@dpbcpa.com .October 30
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The megabank disclosed that regulators are looking at its anti-money-laundering and sanctions compliance. Wells Fargo was recently hit with an enforcement action over similar matters.
October 30
