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 outgoing CEO, now executive chairman of the Wall Street firm, told a conference at the Federal Reserve Bank of New York this week that cultural values are a critical element in any prospective merger or acquisition deal.
May 23
-
The 10-year Treasury yield, one of the mechanisms used to price 30-year fixed rate mortgages, is higher than where it was one week ago.
May 23
-
Martin Taylor is the co-founder and deputy CEO of
Content Guru , a global cloud communications and customer experience technology provider. Martin's responsibilities include product innovation and strategic market development.May 23
-
The bank took a big hit on an office property in Washington, D.C., during the first quarter. This month, it filed a shelf registration statement for an offering of up to $150 million that could be used to bolster capital or refinance debt.
May 23
-
New technology decoupling payment cards from the funding source of the transaction would stimulate competition between card issuers and networks — and raise prospects for Capital One's proposed $35 billion acquisition of Discover Financial Services.
May 23
-
Shawn Goheen, CSA, LUTCF, is a partner at
Goheen Insurance, A Simplicity Company , providing solutions to estate tax issues and helping high-net-worth individuals preserve their financial legacy. He is a 33-year veteran in the insurance industry.May 23
-
The SEC's pending requirement that securities trades settle within one day shouldn't be a problem for any modern financial firm. What we should be aiming for is real-time settlement.
May 23
-
Michael Spataro is the chief customer officer at
Legion Technologies , an innovator in workforce management (WFM). His expertise lies with workforce management strategic planning for across multiple business sector with an emphasis on retail. Considered a thought leader in the Workforce Management space, he has a detailed understanding of workforce management space and the changing dynamics of the workforce.May 22
-
Executives from JPMorgan Chase, Bank of America and Wells Fargo are expected to get grilled in Congress this summer over victims of Zelle scams who don't get reimbursed. A Senate panel has spent much of the last year examining fraud on the bank-owned payments network.
May 22
-
The bill includes a provision that would codify Republicans' and the banking industry's complaints with a Securities and Exchange Commission measure that banks say would bar them from custodying crypto assets.
May 22
