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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The FDIC board Thursday approved stricter resolution plans for larger banks and introduced a new bipartisan procedure to expedite merger application reviews.
June 20
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Publicly traded companies are showing signs of improvement, but it may take some time until venture capital funding for fintechs recovers.
June 20
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Drew Carrick, CPA, splits his time between New York and Los Angeles, where he consults as a content marketing strategist, as well as host and producer of a variety of video content, including CPE courses. He began his dual career as both a finance professional and an entertainer after creating an assortment of viral video content while working at Grant Thornton, and has continued to overlap these two worlds as a thought leader, actor and podcaster in his current roles.
June 20
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In a win for credit card issuers, a lawsuit challenging the Consumer Financial Protection Bureau's $8 credit card late fee rule will remain in a Texas court and not be transferred to Washington, D.C.
June 20
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Financial services professionals should be in the business of normalizing discussions about personal finance. The result will be a more financially literate population, and that's good for everyone.
June 20
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Chinese and Russian hackers recently accessed government and company executives' email accounts, bringing scrutiny to the tech giant's security practices.
June 19
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All cultures have explicit and implicit biases. Preventing discrimination when large language models are involved starts with using high-quality human-curated data and text.
June 19
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AI tools, such as large language models, offer the promise of increased efficiency; but they also carry with them potential legal and regulatory risks. Financial service providers will need to find a way to strike the right balance as technological advancements continue to emerge.
June 19
Jenner & Block -
The collateral that supports commercial and industrial loans is generally weaker than in commercial real estate, where banks can take over a devalued office building. Analysts say the loans merit a closer look as commercial bankruptcies rise.
June 19
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A London judge has issued an order that could lead the bank to sell the Greek fintech, while two large French financial institutions plan to build a processor.
June 19
