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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Community banks are in the early days of experimenting with AI and the earlier days of writing policies to govern its usage. It's key to do both at once.
May 19
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Corey Heldreth is chief accounting officer atOLarry . With over 15 years of experience in public accounting, he was previously a principal at Seiler LLP, where he focused on complex tax matters for high-net-worth individuals. He has successfully developed internal training programs focusing on building team collaboration, advancing technical skills, soft skills, and developing the firm's next wave of leaders.May 18
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The payday loan industry is looking to extend its years-long legal fight with the Consumer Financial Protection Bureau. It's planning to ask a federal appeals court to revisit a ruling that upheld a proposed limit on how often payday lenders can try to pull money from their customers' accounts.
May 17
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New York Community Bancorp hasn't said who will replace Chief Operating Officer Julie Signorille-Browne, who is resigning amid a management shake-up.
May 17
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A recommendation to give Ginnie Mae expanded authorities is drawing focus in the reactions to a Financial Stability Oversight Council report on nonbank risks.
May 17
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Nash, the head of tech, media and telecom coverage, has no intention of ending her four-decade career anytime soon.
May 17
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Rohit Chopra, director of the Consumer Financial Protection Bureau, said Friday that the agency will be moving forward with rules and enforcement actions after the defeat of a Supreme Court challenge to the agency's constitutionality.
May 17
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Pima Federal Credit Union in Tucson plans to buy Republic Bank of Arizona in a cash transaction slated to close in the second half of this year. It's the ninth deal in 2024 in which a whole bank would sell itself to a credit union.
May 17
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The House Financial Services Committee passed eleven bills, including a Democratic-sponsored bill on homeless veteran housing and a Republican-led package on bank regulation.
May 17
