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

-
Adam Metz has spent the past decade in senior management roles at Pennsylvania-based Orrstown. For the past year, Metz, served as chief operating officer and the designated successor to departed CEO Thomas Quinn.
June 10 -
The Commodity Futures Trading Commission wants to establish a framework to evaluate prediction market contracts and determine whether some contracts are related to invalid events or generally serve the public interest.
June 10 -
Within hours of a judge's approval of an interchange settlement, merchant lobbyists were crying foul over the latest attempt to end a two decade legal fight, making references to "next steps," while analysts predicted an appeal.
June 10 -
Sanjay Chojar is Senior Vice President and Chief Information Officer at the Amalgamated Family of Companies, overseeing all strategic technology decisions, including systems architecture, cybersecurity, and infrastructure. He brings more than 30 years of experience as a global technology leader across major financial services institutions, driving digital transformation and the application of advanced technologies such as AI, machine learning, and cloud services.
June 10 -
The Financial Technology Association has gone to court, claiming the state's remittance tax is invalid because it infringes on the dormant commerce clause and import-export clause in the U.S. Constitution, which prohibits states from enacting laws that discriminate against foreign commerce and from taxing imports and exports without Congress' consent.
June 10 -
Dustin Carlson is president of
SRA 831(b) Admin , where he leads internal operations and plays a key role in advancing advocacy efforts within the micro-captive industry.June 10 -
Most banks are unprepared to stop or report an AI model run amok, a Wolters Kluwer study found.
June 10 -
Inflation continued to rise in May, bolstering the case for the Federal Reserve to keep its policy rate unchanged at next week's Federal Open Market Committee meeting. But the range of future monetary policy outcomes is wide, with all eyes on how newly installed Fed Chair Kevin Warsh navigates his new role.
June 10 -
The National Credit Union Administration proposed amending its common-bond provisions to allow the agency to approve some associations whose membership relies on the purchase of a product or service, a move banks say undermines the rationale for tax-exempt credit unions.
June 10 -
With a $10M gift to create and run a school of financial planning, Ric Edelman aims to solve the retirement readiness crisis and wealth management's talent shortage.
June 10
Digital Assets Council of Financial Professionals












