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 Federal Reserve issued two enforcement actions, one against a bank in Montana, the other against a former information technology employee in Wyoming.
October 3
-
-
Robert Walde is a Senior Software Engineering Manager at Clearwater Analytics, bringing over 30 years of experience in software and platform technologies. In his current role as Senior Software Development Manager, he leads two software development teams focused on Regulatory and Accounting technology platforms.
October 3
-
Sabrina Wilson is a Global Regulatory Policy Expert, and serves as a subject matter expert for regulatory filings at Clearwater Analytics. In this role, she works with internal teams for the ongoing enhancement of NAIC reports. Sabrina has over 20 years' of statutory accounting and reporting experience and uses her background to communicate industry best practices and comment on regulatory guidance and procedures.
October 3
-
The Visa Tokenized Asset Platform will allow banks to "mint, burn and transfer" tokens as more financial institutions and businesses express interest in how cryptocurrencies and blockchain technology can improve their operations.
October 3
-
The Federal Deposit Insurance Corp. wants to remove an exemption that allows index funds to invest freely in bank stocks. The result will be damaging to the investors who have come to rely on the funds' steady returns.
October 3
-
As political campaigns become more expensive and more complicated, meet the banks that have become the preferred financial institutions for the Republican and Democratic parties.
October 3
-
The top five credit unions on this list have more than $36 billion in unsecured card loans and lines of credit.
October 3
-
Smith, chief technology and operations officer at the Utah Bank, shares some of the lessons learned from a recently completed core system replacement.
October 2
-
Portney, one of our The Most Powerful Women in Finance honorees, discusses her role and responsibilities.
October 2
