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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In a letter to Acting Comptroller Michael Hsu, Democratic Sen. Elizabeth Warren urged the regulator to curtail the megabank's growth in response to its failure to improve its risk management programs.
October 3
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Coordinated strikes by dock workers along the Eastern Seaboard and the Gulf Coast could cause issues for banks that provide credit to foreign shipping groups and domestic trucking companies.
October 3
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The $3.4 billion-asset organization based in Phoenix said it would acquire 1st Bank Yuma in the record-setting 17th deal of 2024 involving a credit union buying a bank.
October 3
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Recent advancements in transaction processing aim to improve visibility into cash flow, which can be thrown into chaos with uncertain shipments.
October 3
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The OCC has filed a legal brief backing the banking industry's challenge to Illinois' Interchange Fee Prohibition Act, arguing the law would interfere with national banks' federal authority, fragment the national payment system and force banks to halt credit card usage in the state.
October 3
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Priscilla Sims Brown serves as president and CEO of Amalgamated Bank, a full-service bank, lender and investment manager with a century-long commitment to advancing positive social change.October 3
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The Federal Reserve issued two enforcement actions, one against a bank in Montana, the other against a former information technology employee in Wyoming.
October 3
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Robert Walde is a Senior Software Engineering Manager at Clearwater Analytics, bringing over 30 years of experience in software and platform technologies. In his current role as Senior Software Development Manager, he leads two software development teams focused on Regulatory and Accounting technology platforms.
October 3
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Sabrina Wilson is a Global Regulatory Policy Expert, and serves as a subject matter expert for regulatory filings at Clearwater Analytics. In this role, she works with internal teams for the ongoing enhancement of NAIC reports. Sabrina has over 20 years' of statutory accounting and reporting experience and uses her background to communicate industry best practices and comment on regulatory guidance and procedures.
October 3
