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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Groups representing community banks and credit unions argue that the Department of Agriculture used a faulty process when it removed 10 lenders from its OneRD loan guarantee program
June 29
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The Kansas City bank plans to purchase St. Louis-based Nolan & Associates, adding to its investment banking advisory capabilities.
June 29
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Wise grew its net revenue 19% year over year to $2.5 billion in its fiscal 2026, aided by increased deposits, cross-border volume and spending on the Wise card. It's the latest sign that interest in cross-border payments and multicurrency accounts is heating up.
June 29
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X Money includes rudimentary functions like deposits and P2P transfers. But it's also laying groundwork for a potential move into agentic commerce and broader financial services — which analysts say is necessary for the app to thrive in a crowded market.
June 29
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Taktile's backers now include Goldman, Tiger Global and Index Ventures, lifting its total raised to $184 million since 2020.
June 29
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The Bank of International Settlements compared the recent AI investment frenzy to the canal mania of the 1830s, the British railway craze of the 1840s and the dot-com boom of the late 90s.
June 29
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The Supreme Court found that President Donald Trump did not provide Lisa Cook requisite due process when he sought to remove her from the Fed last year, and for that reason denied the White House's motion to remove her immediately.
June 29
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John Wittelsberger is a financial advisor at Armstrong, Fleming & Moore. Prior to joining AFM in 2014, he interned with RBC Wealth Management in Maryland. He is a Certified Financial Planner.
June 29
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David Naffis is the founder and CEO of Adwave. A serial ad tech entrepreneur, David previously co-founded VideoByte (acquired by Kargo, 2023) and Remixd (sold to Global UK/DAX US). In 2014, he served as a Presidential Innovation Fellow applying AI to National Archives documents. He founded Adwave to bring TV's credibility advantage to Main Street businesses that couldn't previously afford it.
June 29
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There is a tendency among many sales managers to tightly script sales interactions. But if you attempt to take all reasoning and thinking out of a job, you'll get employees who stop reasoning or thinking.
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