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
  • Congress needs to tread carefully as it creates new rules for stablecoins. Some of the proposals currently on the table could lead to a disruptive restructuring of financial services in the U.S.

    June 24
    Graham Steele
    Corporations and society initiative at Stanford Graduate School of Business
  • The international bank software company divested the remainder of its bank core software after selling off its Phoenix core system earlier this month.

    June 24
    New York, USA - 30 August 2024: Finastra Logo on Phone Screen, Company Icon on Display
  • Charity Karanja is an attorney at Butler Snow LLP in the Public Finance, Tax Incentives and Credit Markets Group. She holds the Development Finance Certified Professional (DFCP) designation through the Council of Development Finance Agencies (CDFA). She is recognized as one of The Bond Buyer's 2025 Rising Stars and has the distinction of being one of six women in the nation named to the 2024 Class of the Caren S. Franzini Fellowship, a merit- based program by the CDFA Foundation, recognizing outstanding women in development finance for their leadership and dedication to the advancement of the industry.

    June 23
  • Tray Hairston is an attorney at Butler Snow LLP in the Public Finance, Tax Incentives and Credit Markets Group. He holds the Certified Economic Developer (CEcD) designation through the International Economic Development Council (IEDC) where he serves on the Board of Directors. He is recognized as one of The Bond Buyer's 2018 Rising Stars and has structured more than $3 billion in transactions.

    June 23
  • The bipartisan legislation aimed at reducing barriers to new home construction, which included certain community bank riders, passed the lower chamber by a 358-32 vote.

    June 23
    Waters Hill
  • Tech companies may be the biggest winners of a custodial deposit provision tucked away in a much-touted bipartisan housing bill set to become law this week.

    June 23
    House
  • New York State's attorney general has reached settlements with the two banks, which will pay a combined $90,000 in penalties in connection with alleged violations of rent stabilization laws.

    June 23
    Letitia James, attorney general of New York
  • The payment company is expanding the Afterpay buy now/pay later network and offering a Cash App mobile plan as it tries to draw consumers from legacy financial institutions and rival payment firms.

    June 23
    Jack Dorsey, CEO of Square and Twitter
  • Lindsey Young is the founder of Quiet Wealth, a financial planning and investment management firm that focuses on serving LGBTQ professionals and retirees.

    June 23
    Lindsey Young
  • Senators from both parties criticized banks over overdraft fees, though populist Republicans and their more establishment conservative colleagues were split over whether blame for the problem lies with banks conduct or the consumers.

    June 23
    Sen. Bernie Moreno, R-Ohio