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 recent uptick in commercial-and-industrial lending is the result of disruption in the private credit sector, one economist argues. Bank analysts say the upheaval in private credit is one factor among many.
April 30
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The president's son has seemingly cut ties with the digital asset fintech ALT5 Sigma, whose shares lost 90% of their value after purchasing the tokens.
April 30
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Andrew is the managing director for North America at Xero. He is responsible for shaping and executing Xero's strategy to accelerate growth across the US and Canada. Andrew has had a career dedicated to empowering small businesses. Prior to Xero, he led mid market sales at Intuit and global SMB and mid market sales at PayPal. He also founded and scaled Swift Financial into a US $300M lending platform with US $100M in ARR — supporting thousands of small businesses — before its acquisition by PayPal. Andrew holds a Bachelor's Degree in Political Science from the University of Delaware.
April 30
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The Consumer Financial Protection Bureau finalized a new version of a small-business lending rule that took 17 years to get over the finish line. Banks are still lobbying for the rule to be repealed.
April 30
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Rachel Koning Beals has covered investing, financial markets and banking for nearly three decades, publishing articles, video interviews and podcasts for MarketWatch, Barron's and industry trade publications.
April 30
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New York extracted $5 million and a broker registration from Uphold over its promotion of CredEarn, a yield product whose issuer collapsed in 2020.
April 30
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Home affordability declined on a monthly basis across loan types and racial demographics, but improved from a year ago, the Mortgage Bankers Association said.
April 30
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A federal judge harshly criticized the settlement of a civil suit between the Department of Justice and a Texas land developer.
April 30
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The San Antonio-based bank reported annual declines in net charge-offs and nonaccrual loans, extending a run of solid credit-quality trends at Texas-based regional banks.
April 30
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Joseph Perello is the founder and CEO of Props, a performance-based creator marketing platform. He previously served as chief marketing officer of New York City, appointed by Mayor Michael Bloomberg, and as vice president of the New York Yankees.
April 30
