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
-
Retaining Bartholomew & Company comes as a big victory in LPL's bid to hold on to AUM and advisors from its acquisition last year of Commonwealth Financial Network.
July 7
-
With Robinhood Chain now live, the company is pushing into tokenized equities, stablecoin lending and international markets.
July 7
-
Industry experts say regional banks have roughly a two-year window in which to merge, before they risk the clock expiring on the Trump administration's M&A-friendly policies.
July 7
-
The order covers the European units of JPMorganChase, Goldman, Citi and Morgan Stanley, and previews what U.S. regulators may eventually demand.
July 7
-
The proposal calls for banks to make their compliance programs "risk-based" and pledges to emphasize "systemic" flaws with anti-money-laundering programs rather than "isolated" shortcomings.
July 7
-
Leigh Coney, Ph.D., is founder of WorkWise Solutions, which advises, enables and builds custom AI systems for wealth and investment firms. He has authored working papers on AI adoption and analytical-skill preservation,
available on SSRN .July 7
-
Jeremy Ung is chief technology officer at
BlackLine . He has over 20 years of experience in software engineering, spanning development, product management and engineering management. He most recently served as CTO at AI-powered technology financial management software leader Apptio, leading the engineering, operations and global support teams. Before joining Apptio in 2019, he spent three years in leadership positions at Amazon Web Services. Before that, he held various senior program and software management roles at Microsoft and MDA, a satellite and geo-intelligence pioneer.July 7
-
As JPMorganChase, Wells Fargo and others chase a potential $15 billion deal to buy Fiserv's Star network, experts say the growth of AI-powered transactions and competition among bank technology firms will make debit routing a hot commodity, portending more M&A and placing pressure on traditional card networks.
July 7
-
A $160 million deal to merge Hometown Financial Group subsidiaries and Primary Bank will lead to consolidation under a single brand name of TruNorth.
July 7
-
The crypto companies that have recently received national trust bank charters hold 100% reserves and thus are lower risk than traditional banks that hold fractional reserves, Mike Belshe argues.
July 7
