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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Venkat Malladi is co-founder and CTO of Vymo, where he leads the development of next generation distribution management systems for financial institutions. Prior to founding Vymo, he was part of the Google Mobile team, where he developed multiple products based on location and maps.
At Vymo, he oversees product, engineering and design teams. He is passionate about using mobile, data and design led technologies to help solve problems related to productivity, information access and decision making. He regularly shares insights and learnings on building enterprise-grade products with a focus on end-user experience. Outside of work, he enjoys reading, cooking, philosophy, and cricket. He can be reached at
venkat@getvymo.com .December 23
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The watchdog accuses Rocket Homes and The Mitchell Group brokerage of initiating a plan to generate origination business for Rocket Mortgage.
December 23
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The emerging industry could be worth as much as $480 billion in two years, and payments are central to that growth.
December 23
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The two companies continue to tick items off their year-end to-do list, which analysts hope will tee up the merger for finalization in early 2025. Regulatory approval remains a major question.
December 23
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Tiffany Seawright is the director of leadership and civic engagement at North Carolina A&T State University.
December 23
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The industry agenda calls for amending longstanding rules like loan officer compensation, to nixing Biden-era plans trade groups say hurt both consumers and industry players.
December 23
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The custody bank achieved its goal for the amount of deposits it placed into minority banks and community development financial institutions by the end of the year.
December 23
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The Consumer Financial Protection Bureau sued Walmart and payment app Branch Messenger, accusing them of illegally opening 1 million deposit accounts and charging $10 million in fees. Branch said the agency refused to engage in any meaningful way about the matter.
December 23
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Bank of America must overhaul anti-money-laundering protocols and hire third-party consultants, but will not face growth limits, following OCC action for compliance deficiencies.
December 23
