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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The Bank of Japan's interest rate hike and plan for quantitative tightening have international markets scrambling to adjust to a new reality in which carry trade credit is tighter and a U.S. downturn is somewhat more likely.
August 6
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Governor Tim Walz, whom Vice President Kamala Harris selected as her running mate Tuesday, has a slight but progressive record on financial policy, suggesting a potential leftward shift in banking policy in a prospective Harris administration.
August 6
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John Alchemy, M.D., is founder and CEO of Rate-Fast.
He has been practicing occupational and family medicine since 1997 and is a diplomate of the American Board of Family Practice. Dr. Alchemy has performed and reviewed over 10,000 cases (and counting).
August 6
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Researchers wonder if similar regulatory attention could eventually hit the bottom lines of independent broker-dealers and RIAs.
August 6
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The Long Island-based thrift, long associated with multifamily and CRE lending, saw business lending spike the past year as it onboarded 15 banking teams. Other banks that did significant hiring have also reported more deposits and wider margins.
August 6
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The Dallas-based bank is the latest bank to announce plans for a direct lending rollout using nonbank capital.
August 6
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President Joe Biden's administration and Senate Democrats are ramping up pressure on the Federal Home Loan Bank system to pump more money into solving the nation's housing crisis.
August 6
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Jack Poulsen, the former president of Ericson State Bank in Nebraska, was sentenced to 18 months in prison for bank fraud involving loans to a relative that led to the rural bank's collapse.
August 6
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Kim Silva has more than 25 years of combined accounting and teaching experience. In addition to her undergraduate degree in accounting, she has a MS in financial crime and compliance management, and is a doctoral candidate (ABD) in management. She recently founded Essential Business Education, and currently is a visiting assistant professor of practice in accounting at Babson College in Wellesley, Massachusetts.
Reach her at
hello@essentialbusinessedu.com or viaLinkedIn .August 6
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High borrowing costs led to fewer mortgage originations in the second quarter, according to the Federal Reserve Bank of New York's Quarterly Report on Household Debt and Credit released Tuesday.
August 6
