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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Neela Hummel is CEO of Abacus Wealth Partners, a certified B Corp RIA that manages over $3 billion.
Starting as an unpaid intern in 2009, she has helped grow a firm that helps clients align their investments with their environmental and societal values. She is an award-winning industry speaker, author and purpose-driven business evangelist.
November 8
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The Pittsburgh-based superregional bank plans to build more than 200 new branches in 12 states by 2029, twice the number it announced in February, in a bid to increase scale.
November 8
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DFCU Financial reached a deal to acquire Winter Park National Bank in the Orlando metropolitan area. It was a record 20th credit union-bank merger of the year.
November 8
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The buy now/pay later company beat analysts estimates on revenue and net income and is trying to get more frequent usage out of its customers.
November 8
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Henry Yoshida is founder CEO and co-founder of Rocket Dollar.
He is a successful entrepreneur, CFP practitioner and licensed real estate agent. Previously he founded venture capital-backed robo advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs); was the founder of MY Group (acquired by CAPTRUST), a $2.5 billion assets under management investment firm; and was a vice president at Merrill Lynch.
November 8
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By exempting small banks from compliance with its open banking rule, the Consumer Financial Protection Bureau is relegating them to the dustbin of history. That cannot be allowed to happen.
November 8
Vast Bank -
During Donald Trump's last presidency, the massive merger that created Truist shook up the industry. What's coming this time around?
November 8
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Donald Trump's ascension to the presidency creates regulatory uncertainty, but Block's CEO says the company hopes for more clarity for bitcoin and is developing technology to be flexible.
November 7
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The Federal Reserve's top official was emphatic that he and other leaders on the Board of Governors cannot be dismissed or demoted at will by the president.
November 7
