2018-07-12
Bradley Leimer, Moderator, Managing Director and Head of Fintech Strategy Explorer Advisory & Capital, Dann Bibas, CEO, Fountain, Deborah Owens, CEO, WealthyU, Saad Zariff, Vice President of North America, Wahed Invest LLC.
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2018-07-12
Bryan Mullin, CFA, Head, Alternative Investments, RBC Wealth Management, James Waldinger, CEO, Artivest
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2018-07-12
Fannie Mae and Freddie Mac may need to tap into U.S. Treasury funds when they adopt CECL, a new accounting rule that makes companies set aside money upfront for expected loan losses.
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2018-07-12
Alexandria Partners’ CEO asks InVest Conference attendees how much they assume they are being clear.
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2018-07-12
Panelists: Augustine SC Hong, CEO and Co-Managing Partner, Alexandria Capital; Peter Phelan, Founder & CEO, ValuesCulture; and Patrick Tucker, Founder, True Measure Advisors.
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2018-07-12
The Treasury secretary told lawmakers that the government needs “to strike the right balance” on Bank Secrecy Act requirements while determining the best way to collect details about account holders.
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2018-07-12
Focus instead on legislation that will prevent the next economic crisis and address technological change, says Rep. Patrick McHenry, a Republican front-runner to become Financial Services Committee chairman.
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2018-07-12
While the Small Business Investment Companies program has reported disappointing results since its 2015 peak, participating funds are getting more looks from curious bankers.
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2018-07-12
Raj Date’s new firm, FS Vector, will help cryptocurrency firms and digital upstarts navigate Washington.
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2018-07-12
Credit unions remain committed to their central missions as they grow, says PenFed’s chairman.
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2018-07-12
To teach its automated advice platform how to help advisers communicate with clients, the company has sought to develop a bank of knowledge about psychology and other expertise beyond traditional wealth management.
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2018-07-12
Advisors and clients would benefit acknowledging what's really driving financial decisions.
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2018-07-12
The Commodity Futures Trading Commission has approved a record $30 million whistleblower award, the result of information that helped the agency sanction JPMorgan Chase for failing to properly inform some wealthy clients about conflicts of interes
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2018-07-12
The New Jersey company will pay $76 million for a bank with a low loan-to-deposit ratio and an SBA lending platform.
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2018-07-12
By Dan Rivoli
City taxi drivers’ patience meter is running out.
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