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
  • A federal appeals court has agreed to rehear a challenge to a Colorado law intended to combat "rent-a-bank," arrangements that would impose Colorado's interest rate caps on certain out-of-state banks.

    April 6
    Denver skyline.
  • Tim Johnson is an Insurance Analyst at Aceable Insurance, where he focuses on licensing requirements, workforce trends, and the evolving needs of modern insurance professionals. Aceable Insurance provides pre-licensing and continuing education courses for property, casualty, life, and health insurance, giving Tim direct insight into the challenges facing both new and licensed agents.

    April 6
    Tim Johnson
  • The White House's proposed 2027 budget would slash funding to the Community Development Financial Institutions Fund, the latest in an ongoing campaign from the Trump administration to dismantle the politically popular program.

    April 6
    Russell Vought
  • Glenn Yago is senior director of the Milken Innovation Center at the Van Leer Jerusalem Institute. He teaches financial innovations at Hebrew University and UC Berkeley and is a senior fellow and founder of the Milken Institute's Financial Innovations Lab.

    April 6
  • Mortgage rates rising nearly 40 basis points from early-year lows have pushed some buyers out of the market, even as inventory and affordability remain better than a year ago, ICE Mortgage Technology found.

    April 6
    visualization
  • American Banker's 2026 AI Talent Shift survey finds that most institutions upped spending on artificial intelligence by at least 10% over the last year.

    April 6
  • Tech overhauls aren't easy, financial tech experts say it's necessary to compete effectively with digital-focused firms.

    April 6
    visualization
  • The partnership between the long-established bank and the fintech brokerage will handle the development of the government-owned account platform behind the new government-seeded retirement accounts for children. 

    April 6
    Key Speakers At The Trump Accounts Launch Summit
  • Ed Bodey is general counsel at Exclaimer, a global SaaS company, where he advises on commercial, regulatory, and governance matters across multiple markets. With nearly two decades of experience, he has built his career working with technology companies at every stage of growth, developing deep expertise in company and commercial law, intellectual property, financial services, and employment. He has been recognized by Chambers and Partners as "everything you want in a commercial lawyer" and by Legal 500 as "a trusted advisor who is a pleasure to work with."

    April 6
    Bodey Exclaimer
  • Across Latin America, central bank-led instant payment networks have seen enormous growth. The next breakout market is Mexico. If bankers in the U.S. want to see the future of consumer payments, they should look south.

    April 6