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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Federal Judge David Nye sides with a broker fired over five years ago for placing trades without first obtaining his client's permission.
March 16
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The criminal cases against these former 30 Under 30 honorees highlight the dangers of prioritizing hypergrowth narratives over proper due diligence.
March 16
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Darnell returns to Regions, after fintech-focused stints at Visa and a community bank acquired by Huntington, as the bank accelerates its branch opening plans.
March 16
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New York Attorney General Letitia James and 12 of her peers alleged Monday that the personal installment lender surreptitiously adds costs for unwanted products. OneMain denied the claims.
March 16
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While it's moving away from embedding transactions in ChatGPT to funneling purchases through third parties, analysts say the artificial intelligence lab's shift doesn't dilute the threat large language models pose to traditional card issuers.
March 16
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Trump's mortgage deregulation order drew cautious praise from lenders but alarm from consumer groups, who warn it could recreate pre-2008 financial crisis conditions.
March 16
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The Alabama-based regional bank plans to open 135 to 150 branches over the next five years, while closing the same number. Regions' decision to accelerate its timeline by two years comes as large and regional banks try to capture more market share in the Southeast.
March 16
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A coalition of Democratic attorneys general, led by California and Illinois, have sued the Department of Housing and Urban Development over a guidance that they argue will scale back enforcement to strict federal standards and threaten state funding to enforce fair housing laws.
March 16
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Scott Schwartz is managing partner atOnePoint BFG Wealth Partners , a premier financial planning and wealth management firm dedicated to delivering tailored financial strategies to individuals, families and businesses.March 16
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The deregulatory executive order, which pairs with another targeting small players' home loan rules, impacts the FHFA, HUD and other agencies.
March 16
