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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Independence Bank of Kentucky said 14 customers had reported receiving the bills, which included text such as "for motion picture purposes."
September 16
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The company, a pioneer in AI-based lending, says improvements to its models and long-term commitments from the banks it works with will bring about positive returns in the third and fourth quarters.
September 16
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Samara Cohen, senior managing director, is BlackRock's chief investment officer of ETF and index investments and a member of the firm's global executive committee.
September 16
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Pat O'Donnell is chief executive officer of iPipeline. He joined the organization in November 2023, bringing robust industry knowledge and expertise to the role, including extensive experience in leading and overseeing software company operations, sales, and engineering.
O'Donnell joined iPipeline from Ministry Brands, the leading provider of software and services for faith-based, non-profit, and other purpose-driven organizations, where he led the organization as chief executive officer. In this role, O'Donnell played a key role in the company's success and oversaw a period of transformation and growth.
His experience includes serving as senior vice president, and later as president, of FLEETCOR, an Atlanta-based leading global business payments company.
O'Donnell also held roles of increasing responsibility during his nearly 24 years with ADP, a member of the Fortune 500 and global technology company providing human capital management solutions, including as senior vice president and Division Vice President of Major Accounts.
September 16
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As member demand for installment payments increases, resource-strapped institutions are looking for outside help. Fintechs offer the service.
September 16
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EverBank Financial in Florida said the deal would give it $900 million of loans and $2 billion of deposits. Should the deal close in early 2025 as planned, it would end a long saga for Sterling.
September 16
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Jersey-based JTC will pay $80 million for Citigroup's global fiduciary and trust administration services business.
September 16
