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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Tommy Nicholas is the co-founder and CEO of the identity risk management company Alloy. He is on X at @tommyrva.
July 30
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Rishi Bharathan is CEO of Indyfin Powered by WiserAdvisor, enabling financial advisors to gather client feedback, ratings and reviews in a 100% compliant way.
With over 25 years in lead generation, digital marketing and information technology, his team has helped financial advisors and enterprise RIAs organically grow their businesses through qualified investor referrals worth over $15 billion in AUM annually. He has led WiserAdvisor through several acquisitions, including the recent acquisition of IndyFin.
July 30
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Election speculation about policy change at Fannie Mae has boosted its stock slightly this year. It's also profitable, but there's much more to consider.
July 30
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Changes to the regulatory regime surrounding the Federal Home Loan banks should be carefully calibrated so as to do no damage to their successful support for housing and the provision of liquidity to members.
July 30
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CEO Alex Chriss contends the payments company can get a boost from greater access to mobile payment technology while competing against the technology giant on other fronts.
July 30
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The buyer said the all-stock deal to buy The First Bancshares would create a combined bank with $25 billion of assets.
July 29
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The Canadian bank's US CEO, Darrel Hackett, sits down with American Banker's editor-in-chief, Chana R. Schoenberger, to discuss the bank's plans after the integration of Bank of the West and what comes next.
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Sen. Cynthia Lummis announced a forthcoming bill that would require the government to hold 5% of the global bitcoin supply. Presidential candidates Donald Trump and Robert F. Kennedy Jr. have also called for strategic holdings of the cryptocurrency.
July 29
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The Wilmington, North Carolina-based institution is pursuing a model that cuts out the middleman and embeds its services directly into fintech partners' platforms.
July 29
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The Wall Street banks are reviving dormant formats to raise capital with a lot more duration than usual, playing into bets that the Federal Reserve is on the cusp of an easing cycle.
July 29
