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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The largest banks have increased their venture capital investments in AI startups by 21% over the past two years. They're looking to "co-shape" technology so that it meets their needs.
April 20
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Cryptocurrencies and stablecoins — popular topics following the passage of the GENIUS Act — got less attention last week from big-bank CEOs.
April 20
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The annual Diamond Consultants advisor transition tracking study identified the winners and losers of 2025. But it also noted how quickly things can change.
April 20
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Wells Fargo CEO Charlie Scharf said bankers and economists are broadly against lowering interest rates now, given uncertainty from the Iran war.
April 20
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Banks are pushing back on the Consumer Financial Protection Bureau's draft of a five-year strategic plan, which includes a notable pullback from supervising nonbanks.
April 20
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Julio Pernía is the founder and CEO of Bdeo.
Pernía is a leading entrepreneur with experience across multiple technology sectors. In 2006, he founded Reparanet, the largest SaaS platform for repair companies in Spain. He also co-founded Director11, a sports management SaaS platform that is currently the most used product in Spain's La Liga.
April 20
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Akash Agarwal is the founder and CEO of Pibit.AI. He leads the team behind CURE™, a unified underwriting decision framework designed to bring clarity, structure, and transparency to modern underwriting.
April 20
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Sara Perez is Executive Vice President at EIS. With over 25 years of B2B technology experience, Sara has a distinguished track record of driving growth and innovation through strategic marketing. Her career encompasses diverse roles in both regional and global capacities, working with companies in both SaaS and traditional technology, ranging from agile start-ups to multibillion-dollar enterprises.
Before joining EIS, Sara held senior leadership roles at Business Objects (SAP), Genesys, VMware, and Schneider Electric, consistently combining strategic vision with operational execution to deliver measurable business impact.
April 20
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Emily Wilson is a Director at Alpha FMC, a leading global consultancy to the asset and wealth management industry. She advises leading asset and wealth management firms on investment strategy, portfolio construction, and operational transformation. Prior to joining Alpha, Emily spent over 16 years at Wellington Management, where she served as Managing Director overseeing investment platform technology, data strategy, and business management across more than $1 trillion in assets.
April 20
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U.S. banks must navigate conflicting signals as Iran's crypto toll demands and rising pig butchering scams exploit the same stablecoin and correspondent banking rails.
April 20
