The Latest

  • The sweeping retirement legislation, called the Secure Act, is gaining plenty of headlines. One revision is being overlooked.

    February 13
    Many tax deductions are likely to disappear once Congress passes the tax reform bill into law.
  • Sri Gowd is senior director of North American deposits at Nomis Solutions, where he is responsible for managing all aspects of consulting, project delivery, advisory services and ongoing support for several of the top retail banks in the U.S. and Canada. Previously, Gowd served as director of global consulting at Fractal Analytics, where he managed a team of analytic and business resources focused on solving key strategic problems for financial services firms.

    February 13
    Sri Gowd, senior director of North American deposits at Nomis Solutions.
  • Scott Stewart is CEO of the Innovative Lending Platform Association.

    February 13
    Scott Stewart, CEO of Innovative Lending Platform Association.
  • Andy Rachleff is co-founder and CEO of Wealthfront, a next-gen banking service for millennials. He is also the chairman of the University of Pennsylvania endowment and teaches a course on entrepreneurship at Stanford's Graduate School of Business.

    February 13
    Andy Rachleff, co-founder and CEO of Wealthfront.
  • Amit Sharma is CEO of FinClusive, a hybrid fin/regtech company that provides a blockchain-enabled digital banking, routing and payments platform that's securely accessible for underserved, excluded or financially challenged consumers. More details about the Task Force's upcoming meetings, membership and "rulebook" can be found on the Compliance and Payments Task Force meeting page.

    February 13
    Amit Sharma, CEO of FinClusive.
  • Ethan Dornhelm is vice president of scores and predictive analytics at FICO.

    February 13
    Ethan Dornhelm, vice president of scores and predictive analytics at FICO.
  • Rawan Elhalaby is senior economic equity program manager at the Greenlining Institute.

    February 13
    Rawan Elhalaby, senior economic equity program manager at The Greenlining Institute.
  • Debra Gore-Mann is president and CEO at the Greenlining Institute.

    February 13
    Debra Gore-Mann, president and CEO at The Greenlining Institute.
  • Nacho Deschamps is group head of international banking and digital transformation at Scotiabank.

    February 13
    Nacho Deschamps, group head of international banking and digital transformation at Scotiabank.
  • Venture capitalist and In|Vest Conference Chair Sebastian Dovey says in a new episode of Financial Planning’s podcast that the industry is “No. 1 for playing ourselves down” and “saying that we’re bad” at technology.

    February 13
    invest podcast