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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Commoditization of mortgages, plus technology that eases the refinance process, and the regulatory environment, all contributed to the decision.
January 17
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Quicken Business & Personal will help entrepreneurs manage their personal and business accounts on one platform by aggregating financial data from banks.
January 17
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The Alabama-based regional bank reported stronger earnings on a bump in capital markets fee revenue and lower expenses, but its total loans declined and its charge-offs increased. It expects only modest loan growth this year.
January 17
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The super-regional bank plans to invest in talent, technology and certain locations in 2025, while keeping its expenses in check, to achieve the promise of the merger that created it, CEO Bill Rogers said.
January 17
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The Connecticut-based bank outpaced the industry's muted loan growth last year. CEO John Ciulla said he expects further growth, citing business clients' "decidedly positive" bias.
January 17
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Al Zelinka has more than 30 years of experience leading and serving local governments, public agencies and business improvement districts in consulting and public staff capacities.
January 17
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Khala Stanfield has more than 10 years of experience in achieving large scale organizational growth by facilitating strategic planning processes, conducting qualitative analysis for strategy portfolios and developing fact-based recommendations for leaders to enable critical decisions.
January 17
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Equifax agreed to resolve allegations that it failed to conduct proper investigations of consumer disputes, ignored evidence and allowed previously deleted inaccuracies to be reinstated on credit reports. The credit reporting bureau also shared inaccurate credit scores and data about consumers with lenders.
January 17
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The incoming administration will have a number of tools at its disposal to immediately pare back stifling federal regulation of financial services and boost the housing market. It should use them.
January 17
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Toronto-Dominion Bank is moving up the start date for its new chief executive officer, Raymond Chun, by two months and has reduced executives' pay.
January 17
