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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Banks now have until Nov. 21 to provide feedback on the FDIC's proposed rule on brokered deposits that could lead to higher costs for some insured depositories.
October 8
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The all-digital Grasshopper will vault from $835 million of assets to $1.4 billion and gain a potential audience of 13 million Auto Club Group customers in 14 states.
October 8
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Guy Gage III, LPC, is the co-owner of
PartnersCoach Inc. , a coaching and consulting firm working exclusively with CPA firms. He equips managers and partners to lead change initiatives and improve employee engagement in their firm. Holding a license in counseling (WV-LPC), he uses his experience in human and organizational behavior to coach firm leaders to break through resistance and create motivational environments. He has consulted with and coached CPA professionals for over 25 years in the U.S. and Europe, emphasizing firm growth and career fulfillment. In addition, he worked in a four-office CPA firm for almost eight years, giving him an inside look at the challenges firm leaders face. Reach him at (304) 677.0296 orGuy@PartnersCoach.com .October 8
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Elena Gallo will replace Mara Holley, who is retiring.
October 8
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The Consumer Financial Protection Bureau is in the business of promoting economic justice. A second Trump administration might permanently damage the agency's ability to deliver for American consumers.
October 8
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Interchange reductions for small Canadian businesses join global efforts to curb swipe fees, prompting Visa and Mastercard to diversify
October 8
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The top five credit unions have combined real estate loans and lines of credit of more than $217 million as of June 30.
October 8
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Haleigh Tebben is chief commercial officer at Kindbody, a national fertility clinic and family-building benefits provider for employers. Haleigh leads Kindbody's sales, enterprise operations, and client management teams. She has 25 years of experience in healthcare, insurance, and consulting.
October 7
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Financial institutions are on the front lines of relief efforts in Tennessee and North Carolina, while in Florida, Hurricane Milton threatens to deal a second blow.
October 7
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A debt collection agency that provided services to Truist suffered a data breach in February affecting 4.2 million people. Truist now says some of those were its customers.
October 7
