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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Cannabis is becoming a big business in the U.S., but companies in the field still struggle to find financing. A broadly accepted way of assessing their creditworthiness would be a huge help.
September 2
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Melody Taylor, the executive director of the Property Appraisal and Valuation Equity task force, said the interagency group went above and beyond expectations. She also defended it against common attacks from working appraisers.
September 2
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Jerry R. Sneed, CFA, CAIA, is co-founder and managing partner of
Third View Private Wealth . Reach him atjsneed@thirdviewpw.com .August 30
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Frank J. McKiernan is managing partner at
Third View Private Wealth . Reach him atfmckiernan@thirdviewpw.com .August 30
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The company's software helps financial institutions convert PDFs into portable financial data formats, and scans PDFs for signs of fraud.
August 30
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Trimont CEO Bill Sexton acknowledges that a "daunting" volume of commercial real estate loans need to be refinanced in the next few years. But he says nonbank lenders are well equipped to provide financing that will allow troubled buildings to be reimagined.
August 30
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In August's roundup of top tech news: Banks and retailers wrestle with the unseen consequences of artificial intelligence, Mastercard lays off roughly 3% of its workforce and more.
August 30
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The payments platform is preparing for expansion to a market that has a fast-growing real-time transaction rail, making the country a hot spot for international investment.
August 30
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