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
  • There are qualities in people and organizations that experts, trying to predict future performance, routinely miss. That includes internal alignment of team members around a strong corporate culture.

    January 28
  • As the Federal Open Market Committee announces its near-term interest rate plans Wednesday, market watchers expect the central bank to hold interest rates steady as policymakers seek greater clarity on the health of the economy.

    January 28
    Jerome Powell
  • Julia Carreon is suing the bank, alleging she suffered race and sex discrimination, including sexual harassment by Andy Sieg, the bank's head of wealth management. On Tuesday, Citi hit back by filing a petition to compel arbitration and accusing Carreon of making false claims.

    January 27
    Citi-Branch-NYC
  • Brian Aagaard, Founder of Cooperhawk Business Brokers, is a seasoned professional with decades of experience across both corporate and privately held companies. After a long and successful career in the corporate and private sector world and having spent the last 10 years with one of Minnesota's leading business brokerages, Brian launched Cooperhawk to bring a personal, relationship-driven approach to business brokerage — one that prioritizes integrity, transparency, and the success of Main Street business owners. While its foundation is rooted in Main Street businesses, Cooperhawk also has the expertise to guide more complex transactions, reflecting a forward-looking vision for sustainable growth in the evolving business marketplace.

    January 27
    Headshot of Brian Aagaard
  • The Tulsa, Oklahoma-based bank expects the pace of loan growth to quicken this year, driven in part by its nine-month-old warehouse lending business.

    January 27
  • Genady Chybranov is at the helm of Sigma Software's dedicated Banking, Financial Services, and Insurance (BFSI) Centre of Excellence, where he leads a specialized team equipped with deep domain expertise in financial services. The Centre of Excellence excels in practically implementing complex technology transformation programs within the industry, ensuring our clients achieve their strategic objectives effectively. With over two decades of experience in technology-driven transformation, Genady has honed a particular focus on data and AI.

    January 27
  • The bill, known as the STOP Act, was introduced by State Sen. Samra Brouk and Assemblymember Steven Raga, and proposes that any wage or cash advance be considered a loan and subject to the state's 16% civil usury law.

    January 27
    New York Assemblymember Steven Raga speaks in Albany about the STOP Act.
  • Prosecutors argued the 23-year-old courier knew he was aiding criminals, citing texts about "gold rushing" and scammer videos on his phone.

    January 27
    Several gold bars arranged next to a closed white cloth bag on a dark surface.
  • Merchants have mostly been silent on President Trump's call for a cap on credit-card interest rates. But they'd take a "huge hit" under such a plan, Synchrony CEO Brian Doubles said Tuesday.

    January 27
    Brian Doubles
  • A Delaware judge denied HoldCo Asset Management's emergency motion for a temporary restraining order to stop the deal from closing. Fifth Third plans to complete its purchase on Feb. 1.

    January 27
    HoldCo Asset Management 2