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 bipartisan legislation aimed at reducing barriers to new home construction, which included certain community bank riders, passed the lower chamber by a 358-32 vote.
June 23
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Tech companies may be the biggest winners of a custodial deposit provision tucked away in a much-touted bipartisan housing bill set to become law this week.
June 23
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New York State's attorney general has reached settlements with the two banks, which will pay a combined $90,000 in penalties in connection with alleged violations of rent stabilization laws.
June 23
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The payment company is expanding the Afterpay buy now/pay later network and offering a Cash App mobile plan as it tries to draw consumers from legacy financial institutions and rival payment firms.
June 23
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Lindsey Young is the founder of Quiet Wealth, a financial planning and investment management firm that focuses on serving LGBTQ professionals and retirees.
June 23
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Senators from both parties criticized banks over overdraft fees, though populist Republicans and their more establishment conservative colleagues were split over whether blame for the problem lies with banks conduct or the consumers.
June 23
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Michael Streit is the president of Ivans. With nearly a decade of experience in private equity operations and an MBA from Harvard Business School.
June 23
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Insurance companies are increasingly shifting their assets into offshore vehicles, where they are being used for…what exactly? We don't know, and that's the problem.
June 23
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Rachel Anderika is chief operating officer and chief trust officer of Anchorage Digital Bank, the first federally chartered digital asset bank in the United States. She previously served as a national bank examiner at the Office of the Comptroller of the Currency. She was recognized in 2025 as one of American Banker's Most Powerful Women in Banking.
June 23
