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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Erin Hines is senior counsel at
Chamberlain Hrdlicka , where she is a member of the tax controversy and litigation group. She has extensive experience in all facets of federal tax controversy, including IRS examinations, appeals and litigation. As a prior trial attorney at the U.S. Department of Justice, Tax Division and special trial attorney at the IRS Office of Chief Counsel, Hines has litigated federal tax issues in the U.S. Tax Court, numerous U.S. District Courts and a handful of U.S. Bankruptcy Courts including multiple cases involving promoter penalties and injunctions.March 22 -
The FDIC's newly unveiled policy statement on bank mergers could add strain to an already bleak outlook for mergers in the banking industry, particularly for larger banks.
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Harborstone Credit Union in suburban Lakewood, Washington, plans to buy Savi Financial. That's seven deals in less than three months this year; the highest full-year total was 16 in 2022.
March 22 -
M&T Bank creates new chief communications officer role, Citi cuts London investment banking jobs as deal drought persists, new report by McKinsey advises banks to institute artificial intelligence from headquarters rather than by divisions, and more in our weekly news roundup.
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Ryan Miller is the vice president and senior counsel of innovation policy at the American Bankers Association.
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The launch of Apple Pay a decade ago set the tone for how the tech giant would interact with banks and credit unions in the years to come. The Justice Department is now pushing back.
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Financial services companies must incorporate digital, technical and cognitive empathy into the way they think about delivering their products in a digitized future.
March 22
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The change, which goes into effect April 1, delays when certain banks would have to change their assessment areas until 2026.
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The blockbuster merger is now in the hands of banking agencies and the Department of Justice, which will have to evaluate its impact on competition.
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Max Bruner is the CEO of Anzen Insurance and is making life easier for retail brokers, carriers, and clients when it comes to executive liability risks. He has a proven track record in building technology companies over the past 10 years across a variety of sectors, from data science and drone hardware to agriculture, consumer auto insurance, and now executive liability.
Max has an extensive background in U.S. agriculture, energy and technology policy. He's been recognized by Forbes on its "30 Under 30" list and was a Harry S. Truman Scholar- awarded by the U.S. government for public service. He is an alumnus of the University of Cambridge and the University of Wisconsin-Madison.
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