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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Matthew Commons is CFO at
Transparent Energy . He has more than 25 years of financial executive experience across both public and private equity-backed companies. He also serves as president of Commons Partners LLC.July 10
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Just as internet connectivity destroyed the market for long-distance telephone service, blockchain technology is going to make high-margin transactions, like cross-border funds transfers, dirt cheap. Established players should brace themselves.
July 10
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Trump has until midnight tonight to either sign or veto the housing bill; if he does neither, it automatically becomes law.
July 10
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As the deadline for President Donald Trump to sign or veto a housing package looms, hanging in the balance is a reciprocal deposit provision that would give small banks more room to compete for large corporate and municipal depositors.
July 10
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As large wealth managers struggle to retain advisors seeking greater independence, Wells Fargo has taken a distinct approach with its FiNet channel. But is the loss of profit margin worth the retention gains?
July 9
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On June 30, the SEC asked for public comments on the regulator's proposed amendments to novel ETFs. About a week in, responses tilt to a hard "no thank you."
July 9
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The move is designed to align the two Utah-based businesses under a single unique name and comes two years after the bank acquired the home lender in 2024.
July 9
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Federal Reserve Bank of Dallas President Lorie Logan said at an event Thursday that conducting monetary policy actions through a third party would improve efficiency and make markets stronger.
July 9
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The payment company's PYUSD has launched on Polygon's international digital asset rail as big financial institutions give potential heft to Open Standard's pending OpenUSD.
July 9
