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 SEC's pending requirement that securities trades settle within one day shouldn't be a problem for any modern financial firm. What we should be aiming for is real-time settlement.
May 23
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Michael Spataro is the chief customer officer at
Legion Technologies , an innovator in workforce management (WFM). His expertise lies with workforce management strategic planning for across multiple business sector with an emphasis on retail. Considered a thought leader in the Workforce Management space, he has a detailed understanding of workforce management space and the changing dynamics of the workforce.May 22
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Executives from JPMorgan Chase, Bank of America and Wells Fargo are expected to get grilled in Congress this summer over victims of Zelle scams who don't get reimbursed. A Senate panel has spent much of the last year examining fraud on the bank-owned payments network.
May 22
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The bill includes a provision that would codify Republicans' and the banking industry's complaints with a Securities and Exchange Commission measure that banks say would bar them from custodying crypto assets.
May 22
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FDIC chair Martin Gruenberg's departure from the agency may have political implications as the White House and Senate scramble to name a successor, but experts agree that the move will likely result in a weaker Basel rule and stronger role for the Federal Reserve in joint rulemakings.
May 22
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Two years on, U.K. regulators on Wednesday revealed the result of their long-running probe into Citigroup's actions that day as they saddled the bank with £61.6 million ($78 million) in penalties for the mistake.
May 22
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While the $800 billion in PPP loans has largely self-liquidated through the forgiveness process, SBA continues to service the longer-duration EIDL portfolio and will likely be doing so for years to come after opting to hold on to the loans.
May 22
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Royal Bank of Canada, in partnership with TIFIN AG, is testing a pilot to provide its wealth management advisors with AI tools to see what the technology can do.
May 22
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Allan I. Mendelowitz, Ph.D., is a former chairman of the Federal Housing Finance Board and co-leader of the Committee to Establish the National Institute of Finance. He is currently president of ACTUS Financial Research Foundation and ACTUS Users Association.
May 22
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It is increasingly clear that joining a risk consortium is the best defense banks have against fraudsters who are increasingly powered by artificial intelligence.
May 22
