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
-
Sarah Daya is an executive director and the Central Division lead for J.P. Morgan Wealth Management's Wealth Planning and Advice team.
She and her team are responsible for wealth planning, thought leadership and strategic planning for individual clients. Prior to joining J.P. Morgan Wealth Management, Daya worked for the Internal Revenue Service on complex estate, gift and fiduciary tax matters.
January 6
-
The manufactured home loan lender, a unit of Berkshire Hathaway subsidiary Clayton Homes, was accused of ignoring red flags that sent many borrowers into bankruptcy, default and ultimately out of their homes.
January 6
-
Florida-based Amerant Bancorp recently restructured its securities portfolio after selling its Houston branches.
January 6
-
An appeals court ruled that online lender CashCall had waived its right to a jury trial and that its other challenges "lack merit," in a lawsuit filed by the Consumer Financial Protection Bureau in 2013.
January 6
-
In his letter of resignation, Federal Reserve Vice Chair for Supervision Michael Barr said an attempt by the Trump White House to remove him could create a "distraction" for the Fed. He plans to retain his seat on the Board of Governors, which expires in 2032.
January 6
-
In the year ahead, financial services regulatory agencies should take the opportunity to pull back from ideology-driven supervisory decisions and embrace a fact-based approach that will boost the U.S. economy.
January 6
-
The Consumer Financial Protection Bureau's last-minute actions are expected to annoy the incoming Trump administration, which will seek to undo them, putting protections in jeopardy.
January 6
-
Chris Gorman and four other high-ranking KeyCorp executives have been granted a combined $16.7 million in performance-based equity awards that will vest in two years, as long as the Cleveland-based company meets certain capital requirements and earnings goals.
January 3
-
Arrow Financial in Glens Falls kept busy in December, consolidating its two subsidiary banks, expanding its board and restructuring its securities portfolio.
January 3
-
A recent industry survey finds most participating banks predict asset growth for 2025; Frax Finance launches a new stablecoin backed by BlackRock; Camden National closes its acquisition of Northway Financial; and more in this week's banking news roundup.
January 3
