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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Jasen D. Hanson is a shareholder in the Tax Controversy and Litigation Group at
Chamberlain Hrdlicka in Atlanta. He helps high-net-worth individuals and closely held family entities resolve issues before the Internal Revenue Service and Department of Justice – Tax Division, from examination through appellate court review.August 22
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As with EVs, digital money was a niche product for years before gaining widespread acceptance. Now, digital blockchain-based monies might be on the verge of a major breakthrough.
August 22
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In a sea of generically named "First Banks of X" and "Community Banks of Y," financial institutions must decide if the painstaking rebranding process is worth the investment and risk to stand out.
August 22
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Ellen Rudolph is Cofounder and CEO of
WellTheory . Launched in 2022, WellTheory was born out of Ellen's autoimmune journey and the systemic shortcomings of traditional healthcare she encountered along the way.August 21
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Fay disputes claims it violated servicing laws and a previous order related to dual tracking allegations but agreed to settle without admission of wrongdoing.
August 21
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The Toronto-based bank also expects a "global resolution" of investigations by U.S. authorities to be finalized by the end of the year.
August 21
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The Salt Lake City bank recently completed what was arguably the first successful large-scale U.S. bank core transformation from an international core provider. Few banks are following in its footsteps.
August 21
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Industry Bancshares got into a deep hole after rising interest rates tanked the value of its sizable bond portfolio. Now the Texas community bank is expecting a $195 million capital infusion and taking steps to start relying more on revenue from loans.
August 21
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The Ames-based Ames National Corp. has watched its profits shrink over the past two years amid increased funding costs and stiff competition for deposits.
August 21
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A coalition of financial industry groups is calling on the Federal Deposit Insurance Corp. to provide more data and extend the comment period on proposed brokered deposit restrictions, warning the changes could disrupt banking practices and harm consumers.
August 21
