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
-
The revelation that Mythos, the latest version of Anthropic's Claude large language model, can unearth unknown vulnerabilities in computer systems and websites is a crisis moment, especially for community banks.
May 8
-
Almost 60 SBA loans originated by Community Bank & Trust — West Georgia were classified as noncurrent, according to Small Business Administration records. Last week, Community became the second U.S. bank to fail in 2026.
May 8
-
Federal Reserve Gov. Lisa Cook said Friday that she believes tokenization could improve efficiency across the financial system, including faster settlement times and more effective recordkeeping. But those advantages will take place within traditional finance rather than supplanting it, she said.
May 8
-
Andrew Stocker is the president, employee benefits of Voya Financial, Inc. (NYSE: VOYA), which helps Americans become well planned, well invested and well protected. Andrew is a seasoned insurance executive with a proven record of leadership and transformation across distribution, marketing, product manufacturing, underwriting, and operations. Stocker currently leads Voya Financial's employee benefits business, inclusive of Benefitfocus.
May 7
-
The Treasury Department held a high-stakes huddle with state insurance officials to discuss risks associated with the rapid growth of private credit in the economy and whether those investments could pose systemic vulnerabilities.
May 7
-
Wealth head Andy Sieg sees bank-based advisors as key to securing more of the $3 trillion its U.S. banking customers hold elsewhere. But he's also looking to AI.
May 7
-
Jim Gemer, CPA, is the founder of the Human Choice Company LLC in Bradenton, Florida. He writes on AI governance, forensic methodology, and the accountability gap at
thinkingsovereignty.ai anddigitalhumanism.ai .May 7
-
The lenders' examples of using generative artificial intelligence were more practical than transformational, but in any case data challenges represent a common problem.
May 7
-
Sen. Elizabeth Warren, D-Mass., the ranking member of the Senate Banking Committee, warned in a letter to the Office of the Comptroller of the Currency Thursday that its proposed rollback leaves regional banks dangerously unsupervised.
May 7
-
The measure, sent Thursday to the governor's desk, would mark the second state ban on interchange fees and could inform an ongoing bank-led legal challenge to a similar Illinois law.
May 7
