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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House Financial Services Committee Chair French Hill, R-Ark., said he is optimistic that his Senate counterparts will develop compromise language for a crypto market structure bill that President Donald Trump will sign, though some details may be left to regulators to iron out.
June 9
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Kathryn Miller covers wealth management and financial advisors for Financial Planning as part of the Dow Jones News Fund program.
Her reporting focuses on the people, firms and policy issues shaping the advice industry, with a particular interest in the intersection of wealth management and health care. She brings experience covering health care, business, politics and local government.
Kathryn is completing her master's degree in Magazine, News and Digital Journalism at Syracuse University. She has served as assistant executive producer of The NewsHouse and worked as a health reporting intern at Syracuse.com. She previously covered health care for the Fort Worth Report, where her work included reporting on hospital expansions in Fort Worth.
A native of Arlington, Texas, Kathryn earned her bachelor's degree in psychology from Texas A&M University in 2023. At Texas A&M, she was editor of the student newspaper.
In her free time, Kathryn enjoys yoga, very long walks and supporting her local movie theater.
Connect with Kathryn on
LinkedIn or reach her atkathryn.miller@arizent.com .June 9
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Chip Merlin is a nationally recognized attorney who has dedicated his career to representing policyholders in insurance disputes. He is the founder of Merlin Law Group and can be reached at
cmerlin@merlinlawgroup.com .June 9
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Originators slightly loosened credit for conventional and jumbo products in May but they've held steady after larger growth to begin the year.
June 9
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The share of warehouse lenders offering funding lines and sublimits for seconds has risen to new heights according to a Mortgage Bankers Association survey.
June 9
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Joey Reeve, CPA, is the founder of
Universal CPA Review . He works with CPA candidates, firms, universities and state CPA societies on CPA exam preparation, candidate support and accounting talent development.June 9
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The former crypto wunderkid added a presidential-pardon application to the long list of attempts to get his sentence reduced.
June 9
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Jasmine Ni was an editorial intern at American Banker in New York. She is the executive editor of The Daily Pennsylvanian at the University of Pennsylvania, where she is entering her senior year.
June 9
