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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Claribel Lizardo-Gonzalez is the Director of People and Culture at
Hack.Diversity , a nonprofit that partners with organizations to tap into the full potential of the talent landscape and co-design impactful strategies to transform the workplace for all employees. The nationally recognized nonprofit has grown into a movement of belonging in the tech workplace, achieving generational wealth-building impact for 500+ technologists in Boston and New York City.January 22 -
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The auto lender is selling its credit card business and halting new mortgage loans, abandoning its once-broader ambitions. Ally CEO touted the move as "the power of focus."
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The ruling lets state Attorney General Letitia James continue arguing Citi should have reimbursed customers for wire fraud, though some claims were dismissed.
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The e-commerce giant has added payment and credit products, though it faces heavy competition from banks and other tech firms. Also, Stripe's layoffs and other news from the world of payments.
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Mercantile Bank Corp. in Grand Rapids achieved a 20% increase in deposits in 2024, an amount that was ample enough to fund robust loan growth and scale back reliance on costlier wholesale funding.
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The New York Department of Financial Services has proposed several changes to overdraft fees including banning banks from charging more than three overdraft or nonsufficient funds fees per consumer per day.
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Alex Ford is the global chief revenue officer and president of North America with Encompass Corporation. In 2024, she was named one of American Banker's Most Influential Women in Fintech.
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The Dallas-based company expects average loan growth to be flat to up 1% from 2024, driven by the ongoing payoffs of commercial real estate loans, executives said.
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Frontwave Credit Union said it would acquire Community Valley Bank in a deal that would expand its footprint in San Diego and nearby counties. It comes on the heels of a record year for CU-bank combinations.
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