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
-
Anne Eberhardt is a senior director and forensic accountant in the New York office of Gavin/Solmonese. She is a certified fraud examiner and a certified anti-money-laundering specialist.
July 8
-
At face-value, HSAs are for short-term medical expenses, but advisors suggest paying out of pocket to maximize HSA funds for investing and tax-free growth.
July 8
-
Josh Cashman, CFA, teaches corporate finance at the University of Denver's Daniels College of Business and advises on lower-middle-market M&A transactions. Ron Neufeld, CPA, previously taught accounting at Regis University. Tom Yeh, Ph.D., is a professor of computer science at the University of Colorado Boulder, where his research focuses on artificial intelligence applications in document understanding. Together they are partners engaged in AI-driven Quality of Earnings through QoEAgent (
https://qoeagent.ai/ )July 8
-
To thrive in the new age of real-time payments, banks must invest in a continuous operating model that integrates payments, treasury and working capital into a seamless ecosystem.
July 8
-
The national bank is releasing an upgraded version of its mobile app to its users in phases after absorbing 780,000 former FirstBank customers last month.
July 8
-
Counter to prevailing narratives about rules and enforcement activity whipsawing from one administration to the next, public citations by federal banking regulators have steadily declined over the past decade — under both Democratic and Republican administrations.
July 8
-
Clients aren't just curious about estate planning, they're insisting that their advisors provide it.
July 7
-
The Las Vegas bank's deal for Arc Technologies comes three months after Capital One paid $5 billion for AI-native payments firm Brex.
July 7
-
The Ensemble Practice's annual growth and profitability report reveals a "scissors shape" between the two, based on a survey of more than 170 firms.
July 7
