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 megabank is simplifying the management structure of its private bank. Regional leaders will now report directly to Andy Sieg, head of wealth.
January 27
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The Michigan-based institution lowered overdraft and nonsufficient fund fees to 99 cents amid a torrent of regulatory rulemaking and action related to overdraft.
January 27
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Financial services providers in the region say they're ready to do their part rebuilding Southern California after a series of devastating fires. For many regional and community banks, initial fire-damage surveys identified limited impact.
January 27
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President Donald Trump and the first lady released their own cryptocurrencies. Experts compare them to Beanie Babies and dogecoin.
January 27
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Once a helpful tool for law enforcement, CTRs have become next to useless in the fight against money laundering. It's time to retire them in favor of more modern and effective measures.
January 27
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Bank of Montreal dismissed a managing director on its US mortgage-backed bond desk in connection with a regulatory probe into misleading marketing practices.
January 27
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Biometric payment terminals were on full display at the National Retail Federation's Big Show in New York. American Banker's Joey Pizzolato tried terminals from Ingenico and JPMorgan Payments. What he found might surprise you.
January 27
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Banks and credit unions also extended financial relief to Californians affected by the fires, which have killed 28 people and burned thousands of homes.
January 27
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With over a decade of experience in IT, digital transformation and program management, Kristy Lovegrove currently leads as Group Head of Technology at Pro Global, a role she has held since December 2020. Her expertise spans cloud-based project delivery, hybrid cloud transformations, FCA-compliant rollouts, and advanced data solutions including robotic process automation and full application transformation.
January 25
