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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Andrew Lubrano is a research principal at
Gartner . As part of the controller research team in Gartner's finance practice, he works with controllers and their teams to conduct in-depth research on their pressing challenges.March 7 -
An advocate for the credit union industry pushes back against "tired" and "recycled" criticism from bankers.
March 7
America's Credit Unions -
Klarna in January had appointed a new executive from the venerable venture fund Sequoia Capital to the board: Matthew Miller. Within weeks, though, Miller was looking to make governance changes and sought to oust Klarna's longtime chairman — and former Sequoia heavyweight — Michael Moritz.
March 7
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To serve an increasingly online audience, POS Nation has acquired agriculture e-commerce platform GrazeCart, an example of vendors joining forces to adapt to shifts in the agriculture industry.
March 7
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President Joe Biden is expected to lean in on banking issues such as credit card late fees and overdraft fees Thursday evening in his annual address to Congress. However, he likely will avoid the topic of financial-sector stability, even amid a private-sector rescue of New York Community Bancorp.
March 6
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Dr. Kollins, chief medical officer at Akili, is a licensed clinical psychologist in the state of North Carolina and spent more than 20 years on the faculty in the Department of Psychiatry and Behavioral Sciences at the Duke University School of Medicine, where he maintains an adjunct faculty appointment.
March 6
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The Securities and Exchange Commission finalized a pared-down version of rules governing climate-risk disclosure by public companies first proposed in March 2022. Experts say even the weakened rule will likely face challenges in Congress and the courtroom.
March 6
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The personal finance site is rolling out changes to its app that incorporate AI-powered chat and explanatory articles customized to each user.
March 6
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Former Trump administration officials Steven Mnuchin and Joseph Otting are headlining an investment group that's seeking to rescue the troubled Long Island lender. Otting is expected to serve as CEO, and Mnuchin will have a board seat.
March 6
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In congressional testimony, the Federal Reserve chair said the Board of Governors is processing the comments on its capital reform proposal. Putting forth an entirely new proposal is "very plausible."
March 6
