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
-
The New York community bank cited the contribution of BaaS to its core financial results, evolving regulatory expectations, and the cost of talent and technology needed to scale as factors in this decision.
September 17
-
Jim Rourke and Michael Liu will serve as co-heads of private client partnership development, linking Bank of America's investment bank, Merrill and the firm's private bank.
September 17
-
The convergence of technology like blockchain with the continued evolution of rules and industry standards in traditional finance will shape the next era of market progress.
September 17
-
As the 68-year-old CEO focuses on succession planning, here's a look at some of the longtime JPMorgan executives who could succeed him.
September 17
-
Kathleen Greer is the founder of KGA, Inc., a leading provider of Employee Assistance and Work Life Programs. Kathy's career has been dedicated to reducing the stigma of mental health by delivering innovative wellbeing programs that address the challenges faced by employees and managers. As a senior advisor to the National Behavioral Consortium, Kathy continues to champion the work of top-tier EAPs across the country.
September 16
-
Stephen T. Romano is the founder of Romano Strategic Communication and has more than 25 years' experience developing branding, messaging, and marketing communications programs for American Express, Honeywell, Keurig, MIT, Texas Medical Center, KGA, Cleveland Clinic, Hewlett-Packard, the Smithsonian, and other leaders. His articles have appeared in Newsday, The Boston Herald, People Magazine, EBN, and various trade and industry publications.
September 16
-
Sen. Elizabeth Warren, D-Mass., and Rep. Maxine Waters, D-Calif., said in a letter to the American Bankers Association and the Chamber of Commerce that the banking industry gets a "free pass" in Community Reinvestment Act examinations.
September 16
-
Tim Ryan, who joined the megabank in June, will work with COO Anand Selva to oversee enhancements to Citigroup's data integrity systems, according to a memo.
September 16
-
Jason D. Turner is the Founder, President, and Chief Executive Officer of Venbrook Group, LLC. He is responsible for corporate leadership of the risk management, insurance and reinsurance broking firms, as well as developing and implementing core strategy, building infrastructure, and establishing the Venbrook vision and values systems. From modest origins as the sole proprietor of a retail brokerage, Turner has led Venbrook through a series of successful transitions and acquisitions.
September 16
-
St. Mary's Bank in New Hampshire tries to serve members as it has for 116 years, while dealing with today's cybersecurity and fraud concerns.
September 16
