BankThink

Tester is first Dem endorsed by banking super PAC

07/11/18

The Montana senator, who faces a tough reelection fight, was a key backer of the bipartisan bill to ease certain provisions of the Dodd-Frank Act.

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Lenders' support sought for Steinhoff restructuring plan

07/11/18

U.S. financial institutions such as Bank of America, Citigroup, JPMorgan Chase and Goldman Sachs have reported hundreds of millions of dollars of losses stemming from the scandal at retailer Steinhoff International.

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The rise of the model marketplace (full session)

07/11/18

Panelists: Hollie Fagan, Managing Director, BlackRock; Estee Jimerson, Managing Director – Head of Asset Manager Distribution & Engagement, Envestnet; Kunal Kapoor, CFA, Chief Executive Officer, Morningstar; Natalie Wolfsen, EVP and Chief Solutions Officer, AssetMark.

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Why third-party modeling is in its early stages

07/11/18

Envestnet sees asset management as poised for major changes as broker-dealers move to fee-based business.

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Blockchain, quantum computing, AI — what’s next in wealth? (full session)

07/11/18

Panelists: Amber Baldet, Co-founder, CEO, Clovyr; Vern Brownell, CEO, D-Wave; Salvatore Cucchiara, Head of Wealth Management Technology, Morgan Stanley; Aaron Spradlin, Co-Founder & CEO, cleverDome, Inc.

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Wealth managers with weak security are ‘already owned’

07/11/18

Perimeter security is broken, says Amber Baldet, former head of blockchain at JPMorgan Chase and founder of fintech startup Clovyr.

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Boomers are the new millennials (full session)

07/11/18

Panelists: Renée D. Brown, CMO, Retail Financial Services, TIAA; Steven Dorval, President, John Hancock Personal Financial Services; Matt Fellowes, CEO, United Income; Roger Lee, CEO and Co-Founder, Human Interest

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401(k)s aren’t enough. Now what? (full session)

07/11/18

Panelists: Millie Arora, Political Scientist and Economist, ReD Associates, Nimish Shukla, CFA, Co-Founder and Head of Retirement Income Blueprint Income

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Group applies to open minority-owned bank in Washington

07/11/18

Moxy Bank would focus on low- and moderate-income depositors in the nation's capital, while operating a lending platform in North Carolina.

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