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
-
From Citigroup's positive earnings butting up against fines from the Office of the Comptroller of the Currency to First Guaranty's 15% layoff, here are earnings highlights to be mindful of.
September 4
-
Membership requirements, expense and the nonprofit ethos largely keep credit unions from participating in the banking-as-a-service space. But a few, such as North Bay Credit Union in California, have carved out a niche.
September 4
-
With over 20 years of leadership in the insurance industry, including roles at Lloyd's of London, AIG, and Zurich, Jane Veeder is a seasoned expert in underwriting, marketing, and client relationship management. As Director of insurance Solutions at CYGNVS, she partners closely with clients to tailor solutions that meet their policyholders' unique needs.
September 4
-
Stephanie Low is a Commercial Lines P&C Marketing Specialist for Acrisure Great Lakes. She is a dedicated insurance industry professional passionate about making a difference for Acrisure's clients and helping her team succeed. Stephanie has been in the insurance industry for nearly a decade and is specialized in market knowledge and connection to write Small and Middle Market Business. She is licensed in P&C, Life and is Flood Certified.
September 4 -
Patrick Harker, the longest serving regional reserve bank president, will leave office in June 2025. Directors at the Fed bank have started the search for his replacement.
September 4
-
REV Federal Credit Union in suburban Charleston, South Carolina, plans to acquire First Neighborhood Bank in West Virginia. It marks the 15th deal this year involving a credit union buying a bank, closing in on 2022's record of 16 deals.
September 4
-
The Federal Reserve Bank of Atlanta president said the two mandates are in balance for the first time since 2021, although he is "not quite prepared" to declare victory over inflation.
September 4
-
The Federal Reserve fined a Montana bank for violating the National Flood Insurance Act and issued a cease-and-desist order against a Dallas bank over money-laundering concerns.
September 4
-
-
Recent Supreme Court decisions reducing the ability of regulatory agencies to interpret the meaning of federal laws make it likely that supervisory decisions based on assessments of banks' safety and soundness will face court challenges.
September 4
Roosevelt Institute, Georgia State
