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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Zach Donah is president and CEO of
MassCPAs , where he works closely with the Massachusetts Society of CPAs' leadership team on the overall management and oversight of the society and its educational foundation. He has been with the society since 2013, serving in various roles in the organization's government affairs team. Prior to joining the society, Donah served as a legislative director and chief of staff in the Massachusetts State Senate.April 17
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Companies going public in the first quarter globally raised $27.8 billion, a 10% jump from the same period in 2023, according to data compiled by Bloomberg.
April 17
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Financial industry workers don't need to be concerned about losing their jobs to AI — they need to be concerned over which of the many opportunities they will want to seek out when the time comes.
April 17
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Ant Group's Alipay is linking to Pakistan's NayaPay as part of a push to support tourism to China, Revolut has obtained a license from Mexico's National Banking and Securities Commission, and more.
April 17
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Bill Snyder is the Chief Executive Officer of Vivante Health, a leading digital digestive health company and sponsored benefit, and has over 15 years of experience in healthcare technology and leadership. Prior to Vivante Health, Bill built and led national sales efforts and led the health plan practice at Virta Health. Previously, he spent 11 years with Humana, serving in various leadership positions, including Vice President of the company's Greater Chicago region.
April 16
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Net charge-offs at the Charlotte, North Carolina-based bank increased by more than 80% in the first quarter compared with a year earlier. BofA executives say that the rising losses were in line with the bank's risk appetite.
April 16
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Custodia Bank CEO Caitlin Long discusses how her firm is navigating the hostile regulator landscape for crypto banking and a lawsuit against the Federal Reserve.
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The Federal Reserve chair's comments coincide with the spring meeting of the International Monetary Fund and the World Bank Group in Washington. They also come as groups like the Basel Committee on Banking Supervision are being scrutinized.
April 16
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The Federal Home Loan Bank System stepped up advances by 37% or more to Silicon Valley, Signature and First Republic banks ahead of their failures, the GAO says in a post-mortem on last year's banking crisis. The findings add to the debate about whether the system should be a lender of last resort.
April 16
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Rep. Andy Barr, R-Ky., is running to lead his caucus in the House Financial Services Committee and says he has the skills to meld traditional and insurgent wings of the party.
April 16
