In|Vest 2018 Direct

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 here for full access to this and other In|Vest sessions.

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Invest | Direct
  • Randell Leach is the CEO of Beneficial State Bank, a state-chartered, federally insured and for-profit bank whose economic rights are majority-owned by the nonprofit Beneficial State Foundation, which is in turn permanently governed in the public interest.

    April 10
  • Kinecta Wealth Management, the wealth arm of Kinecta Federal Credit Union, will switch firms by the end of the year.

    April 10
    An Ameriprise Financial sign and a Kinecta Federal Credit Union sign
  • Jason Walker is cofounder at Thrive HR Consulting, a minority-owned HR advisory that provides value-based HR support for mergers and acquisitions, C-Suite executive coaching, employee relations, DEI and belonging, performance management, employee engagement, and talent acquisition.

    April 10
  • With the market predicting fewer interest rate cuts than previously anticipated, analysts expect some larger banks will increase their 2024 guidance for net interest income when they start reporting earnings on Friday.

    April 10
    The JPMorgan Chase & Co. logo.
  • Alia Mahmud is a regulatory affairs practice lead at ComplyAdvantage, a leader in financial crime intelligence.

    April 10
  • Kevin Pierce is VikingCloud's chief product officer and has been with VikingCloud since 2016. Kevin leads the company's global product development, service delivery, consulting, and managed security testing teams as they leverage machine learning and artificial intelligence to deliver next-generation cybersecurity. During his nearly 30 years in the technology space, Keven designed and built highly scalable cloud systems for secure data exchange, supply chain optimization, and cybersecurity in multiple industries. He also co-founded two technology companies that each grew to hundred-million-dollar valuations prior to exit.

    April 10
    Headshot of Kevin Pierce of VikingCloud.
  • The Federal Reserve Board governor and frequent regulatory critic says it would be appropriate for the U.S. to deviate from the agreed-upon international standards to reflect "unique characteristics" of the American banking system.

    April 10
    Michelle Bowman
  • The Securities and Exchange Commission has asked a judge to impose a penalty on Ripple that roughly matches the amount of profit the agency estimates Ripple and its leaders made from sales of XRP, which the SEC says are unregistered securities.

    April 10
    Penny Crosman
    American Banker
  • Unintended consequences of shifting the burden for title insurance to the lender could end up harming consumers, several observers said.

    April 10
    CFPB HQ
  • Jim Wesloh is the president and founder of Procas, a provider of financial solutions for government contractors.

    April 10
    Jim Wesloh of Procas