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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Cindy Dash is the senior vice president and general manager for Broadridge's Retirement and Workplace division.
Prior to that she was the COO of Matrix, where she successfully led the integration into Broadridge. Prior to her role as COO of Matrix, Dash was general counsel for that firm for more than 10 years.
May 30
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Gesa Credit Union in Washington agreed to acquire a 103-year-old community bank in Centralia, as it eyes opportunities for additional growth in the Pacific Northwest. In the District of Columbia, a bank group is calling for exit fees on banks selling to tax-exempt credit unions.
May 30
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Mike G. Silver is a partner with the law firm Husch Blackwell. He served as senior counsel to the Consumer Financial Protection Bureau for more than 12 years.
May 30
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Hiroko Washiyama is an expert consultant, Insurance Research Office, Nomura Research Institute (NRI). With a decade of experience in business planning and research within the Japanese insurance industry, Hiroko specializes in strategic planning and creating new businesses and services.
May 30
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Brian Mulconrey is Sureify's SVP of Customer Success. He was previously an officer at two Fortune 500 insurers.May 30
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Dustin Yoder is the founder and CEO of Sureify, Inc., a software as a service (SaaS) company whose mission is to modernize the life insurance and annuity industry by helping companies service, engage, and sell to their customers with one enterprise product suite.May 30
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Shan Hanes, who led Heartland Tri-State Bank in Kansas until it failed last year, pleaded guilty to one count of embezzlement by a bank officer. He now faces up to 30 years in prison. He is scheduled to be sentenced on Aug. 8.
May 30
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A new tool from the San Francisco-based fintech deploys artificial intelligence to automatically adjust merchants' card transaction fraud filters based on changing risk factors in real time.
May 30
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OpenAI is training a new flagship AI model to replace the one behind the wildly popular ChatGPT. It seems like a good time to ask, if financial users could design their own generative AI model from scratch, what they would want?
May 30
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Yields on the benchmark 10-year Treasury also rose in the past week as bond and note auctions got tepid responses from investors.
May 30
