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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Scott Shapiro is the KPMG US Sector Leader for Insurance leading the firm's client experience and resources for the insurance practice. Shapiro joined KPMG in 2012 and has extensive experience in both industry and consulting, spanning over 30 years.
January 4
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Brian Spinelli is co-chief investment officer of Halbert Hargrove, a $2.7 billion fiduciary investment management and wealth advisory firm serving clients across the West Coast and beyond.
Based in Long Beach, California, Spinelli has been with Hargrove, founded in 1933, since 2006.
January 4
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Banks have a simple choice: Either invest in fraud controls to prepare for FedNow, or expect draconian supervisory measures that will increase friction and confuse customers.
January 4
Refine Intelligence -
European banks led the transition, with BNP Paribas topping Bloomberg's green debt league table. Meanwhile, Wall Street dominated fossil finance, with Wells Fargo and JPMorgan Chase generating the biggest earnings from oil and gas deals.
January 4
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Here are six luminaries who have won this American Banker award since 2010. Some continue to lead banks, while others have run into trouble.
January 3
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A resilient economy and the potential for interest rate cuts could infuse further bullish sentiment into markets and bolster the shares of small lenders.
January 3
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Since first partnering with the digital banking software firm Q2 in 2019, Hoosier Hills Credit Union in Bedford has seen significant growth in new account openings and deposit balances due to stronger payroll processing capabilities.
January 3
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Jen Truscott, senior vice president of Aetna Clinical Solutions, supports CVS Health's strategy to improve access, engagement and connection to care for members and customers. With an almost 30-year career in health care, Jen has worked across customer experience, behavioral health and more, garnering a deep understanding of how health care benefits can support members' holistic health.
January 3
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Lisa Walsh is the senior vice president, investments, LJW Wealth Management of Raymond James.
For nearly 30 years, she has practiced a holistic approach to personalized planning that addresses the financial complexities inherent in the lives of high net worth individuals and families. She is based in Buffalo, New York.
January 3
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Wendy Houser is the Chief Wholesale Officer for Markel Specialty, Chair of the Insurance Industry Charitable Foundation (IICF) Board of Governors, and past Chair of the IICF Southeast Division Board of Directors. Houser spent 10 years as a wholesale broker before joining Markel. She was promoted to Regional President in 2014, then served as Chief Territory Officer for the West. She is also a veteran of the U.S. Navy and Navy Reserves.
January 3
