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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Despite being a top concern for a wide swath of voters, housing affordability has largely been absent from presidential politics.
July 26
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While the federal banking agencies are not changing any current rules, they issued a joint statement Thursday cautioning banks about risks in third-party deposit partnerships. They are also seeking public input on bank-fintech partnerships more generally.
July 25
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The San Antonio-based bank is in the midst of a yearslong expansion effort spanning Houston, Dallas and Austin — all of which are fueling loan growth.
July 25
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Project Fortress encompasses four initiatives Deputy Secretary Wally Adeyemo hopes will "improve the security and resilience of the financial services sector."
July 25
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Marc Rothchild is senior vice president, head of claims at Xceedance, a leading global provider of strategic operations, support, technology, and data services for insurance organizations. He leads the claims business at Xceedance, bringing 20 years of operations and technology leadership experience across the insurance, software and supply chain distribution industries. Prior to Xceedance, he spent 13 years leading various U.S. and global teams across claims, operations, analytics, and technology at AIG —most recently for its digital commercial insurance carrier, Blackboard Insurance.
July 25
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Peter Flynn is senior vice president, personal lines America at Xceedance, a leading global provider of strategic operations, support, technology and data services for insurance organizations. He oversees all client engagements and the Xceedance product offering within the sector. Prior to joining Xceedance, he was senior vice president of broker development at PURE Insurance, a high-net-worth personal lines specialist insurer. His career also includes a significant tenure of 15 years at Chubb, where he was involved in underwriting and sales and held various leadership roles.
July 25
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ChoiceOne Financial Services would pay about $180 million to acquire Fentura Financial in a bid to expand in Detroit's suburbs. The deal would create a bank with more than $4 billion of assets.
July 25
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But following the gross domestic product and personal consumption expenditures reports, Treasury yields and mortgage rates fell.
July 25
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Torrye Zullo is an associate in the Hunton Andrews Kurth's Insurance Coverage group in the firm's New York office. She represents commercial policyholders in a wide range of complex coverage matters, including property and business interruption claims, directors and officers liability and cyber insurance.
July 25
