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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Unintended consequences of shifting the burden for title insurance to the lender could end up harming consumers, several observers said.
April 10
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Jim Wesloh is the president and founder of
Procas , a provider of financial solutions for government contractors.April 10
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Federal Deposit Insurance Corp. Chairman Martin Gruenberg says the agency would likely use a resolution strategy for a global systemically important bank that puts the holding company into resolution and keeps subsidiaries operating under a bridge company.
April 10
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JPMorgan Chase's board has announced the slate of candidates to replace Jamie Dimon if he ever retires. The bank is just one of several large institutions that have recently decided on who will take over the top job.
April 10
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Caitlin Frederick, CFA, CFP, is the director of financial planning and a wealth advisor with
Ullmann Wealth Partners .She also assists clients who utilize the firm's Divorce Advisory Services. Frederick is a member of the American Institute of Certified Public Accountants and co-author of "
Move Forward Confidently: A Woman's Guide to Navigating the High-Net-Worth Divorce ."April 10
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Mastercard established a new structure for businesses focused on card acceptance and transaction processing, new payment flows and value-added services. Separately, the Federal Reserve Bank of New York is joining several countries' central banks in a test of tech to support cross-border transactions.
April 10
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Many assumed the advent of cryptocurrencies heralded a revolution in finance. The truth may be that crypto's overall impact on the financial services industry is more evolutionary than revolutionary.
April 10
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