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
  • The Federal Reserve Board governor has emerged as a leading voice of skepticism on various regulatory rules and proposals. In doing so, she joins a long — and sometimes misunderstood — tradition of principled opposition at the central bank.

    November 14
    Michelle Bowman
  • Amid a deal drought that has dragged on for more than a year, Wells Fargo is cutting 40 to 50 jobs in its corporate and investment bank division, say people with knowledge of the decision.  

    November 14
    Wells Fargo cuts about 50 investment bankers as deals slump
  • Chloe Webb is a senior associate with the Washington National Tax Group, Compensation and Benefits, at RSM US LLP.

    November 14
  • Christy Fillingame is a senior director at RSM US LLP.

    November 14
  • Joni Andrioff is a lawyer at the Washington National Tax office of RSM US LLP.

    November 14
  • Jules Levenson is senior counsel at Seyfarth Shaw LLP in Chicago. He represents employers, benefit plans, and plan sponsors in a wide range of employment law matters, with a focus on a range of employee benefits litigation matters.

    November 14
  • Richard Loebl is senior counsel at Seyfarth Shaw LLP in New York.

    November 14
  • Arkansas Federal Credit Union in Little Rock launched a branded calling solution in June through a partnership with First Orion, also based in Little Rock. It has helped reduce declined calls by 21%.

    November 14
    Arkansas FCU_First Orion diptych.jpg
  • AB - Policy & Regulation

    House Republicans and lawmakers on the Senate Banking Committee questioned the culture at the Federal Deposit Insurance Corp. after a Wall Street Journal report alleged a climate of sexual harassment and misogyny.

    November 14
    Martin Gruenberg
  • Scott McFarlane co-founded Avalara in 2004 and is the company's CEO. Avalara started as a provider of digital sales tax compliance solutions in the U.S. and has grown globally to become a market leader in compliance automation software. Avalara's mission is to be part of every transaction in the world by automating the compliance journey for businesses of all sizes.

    November 14
    mcfarlane-scott-avalara.jpg