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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The U.S. card brands plan to acquire European firms for security and subscription payments, while Bank of America seeks new markets for its virtual B2B business and JPMorgan Chase's blockchain unit gains ground.
October 2
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Mark Tabak is a health care visionary and investor with over 30 years of experience as past chairman and CEO of MultiPlan and a number of other firms in the health care sector.
He regularly advises CEOs and health care ventures and funds on industry analyses and trends. He is an investor and partner in his beloved New York Yankees.
October 2
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As part of a wide-ranging speech on community bank oversight, the Federal Reserve governor said business models should determine regulatory scrutiny rather than asset size.
October 2
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Todd Cooper is the chief revenue officer at TIFIN AG, where he leads business development and enterprise partnerships to help wealth managers accelerate growth using AI-driven solutions.
With over two decades of experience in senior sales leadership roles at LPL Financial, Envestnet and Prudential, his expertise spans building comprehensive wealth platforms, securing key partnerships and launching successful financial products. He is a certified investment management analyst (CIMA).
October 2
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Many people are jumping on the AI bandwagon without asking the most basic questions. FICO Chief Analytics Officer Scott Zoldi, who holds a Ph.D. in theoretical and computational physics from Duke University, has been in the business long enough to see the warning signs.
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New Canaan-based Bankwell's digital solution relies on software designed by Lendio to compress the application-to-funding interval and appeal to speed-conscious small-business owners.
October 2
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The state's ill-conceived law banning interchange fees on sales tax and gratuities will be burdensome and expensive to implement and could portend a patchwork of state-level copycat legislation that would balkanize the payments system.
October 2
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Marc Rowan said he doesn't see a reason for the Federal Reserve to keep cutting interest rates to stimulate the U.S. economy.
October 2
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The Miami-area bank long ago exited New York and has plans to leave Texas, as CEO Jerry Plush expands its footprint in the Sunshine State. The shift comes as the bank, which competes in Florida with many out-of-state banks, is set to cross $10 billion of assets.
October 2
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The top five credit unions have combined first mortgage loans and lines of credit of more than $104 billion as of June 30.
October 2
