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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Jared Brown is the CEO and Co-Founder of
Hubstaff , a time tracking platform built for global teams. Hubstaff's platform helps more than 112,000 clients turn work hours into insights — with built-in productivity monitoring, payroll automation, and workforce analytics. Jared leads a fully remote team of more than 100 employees around the world and is a sought-after media expert on remote work, AI, and productivity. He is based in Atlanta, GA and is a graduate of Purdue University.May 11
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The Village Bank is already mulling expanding the concept to other locations if the one planned for its Wellesley, Mass., office lives up to expectations.
May 11
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The payments fintech is hoping its listing on the Nasdaq will bring it greater visibility in the U.S. market, a region that the company says represents the largest growth potential.
May 11
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Market watchers say that the economy as a whole is holding up under higher energy prices and do not expect a recession. Even so, observers are watching financial markets and consumer spending for signs that inflation expectations are taking hold.
May 11
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NASAA's proposal would align state laws with the SEC's marketing rule, eliminating concerns advisors have about running afoul of more local laws as they accept testimonials and reviews.
May 11
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The FOMC meeting will be interesting as Kevin Warsh takes the chair. KBRA Chief Strategist Van Hesser will review the meeting, the presser and the new dot plot.
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Marketing experts say that advisory practices trying to grow organically must be thoughtful about the button that offers website visitors a meeting — or they could lose the prospect altogether.
May 11
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Chuck Shaffer is CEO of Seacoast Bank and vice chair of the Mid-Size Bank Coalition of America.
May 11
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Jared Wolff is CEO of Banc of California and chair-elect of the Mid-Size Bank Coalition of America.
May 11
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Three senior officials say attackers will eventually breach bank defenses, and supervisors should plan for it — while U.S. regulators stay nearly silent.
May 11
