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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Berkshire still holds almost 962 million shares, the filing shows — worth $39.5 billion at Monday's closing price.
August 1
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U.S. banks need to start taking sustainability risk seriously
August 1
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Despite the continuing trends of consolidation and limited startup activity, bankers and industry insiders say there is a path forward. But small lenders must evolve with changing technology.
August 1
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The five largest bank M&A deals had an average deal value of more than $1.2 billion.
August 1
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Graham Steele, formerly the assistant secretary for financial institutions at the Treasury Department, laid out a detailed bank regulatory reform agenda for future progressive policymakers to consider that includes rolling bank Trump administration-era tailoring rules and accounting for the increased digitization of the banking system.
August 1
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Dr. Leslie Braksick—executive, entrepreneur, CEO coach, board member, and author—co-leads MyNextSeason to support companies and individuals during important transitions across the career continuum—and ensure they happen well. Leslie draws on decades of expertise as an advisor to senior corporate leaders, bringing deep understanding to the complexity of professional season transitions. She co-founded MyNextSeason, a first-to-market company, to help individuals realize joy, purpose, and their greatest success as they live into their next seasons.
July 31
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The Kansas City, Missouri-based regional bank said it is making progress on its pending purchase of Heartland Financial USA in Denver. The deal is expected to close during the first quarter of 2025.
July 31
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The Federal Reserve chair said Fed researchers continue to explore central bank digital currencies to stay current on international payments developments, but emphatically denied that the central bank is considering creating one of its own.
July 31
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Tom Rasmussen's career spans two decades in the insurance industry, including critical aspects of claims management, digital transformation, and leadership. Before his current role as VP, Product - Claims at Carpe Data, Tom played a pivotal role at GEICO, serving as the director of digital casualty and first party medical. In this role, Tom led significant nationwide initiatives in bodily injury and first party medical, showcasing a keen ability to drive digital transformation within the insurance sector. Tom's career also includes a long-standing tenure at Progressive Insurance, where he held several key positions such as the manager of claims process, overseeing important aspects of coverage, liability, injury, and total loss.
July 31
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The proposal is "significantly flawed" in its approach to corporate governance, the lawmakers said.
July 31
