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
  • Banco Santander Chairman Ana Botin said she's is always looking at potential smaller acquisitions, responding to a report that the Spanish lender had been approached about a possible bid for Metro Bank Holdings.

    October 12
    Ana Botin
  • Caroline Ellison outlined for a New York jury how she worked with Sam Bankman-Fried to deceive lenders and customers to build his multibillion dollar cryptocurrency empire — and their failed attempts to prevent a spectacular collapse.

    October 12
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  • Matthew de la Fuente is the CEO of Kyax, a digital asset data subledger and financial reporting engine to enable business, financial audit and transaction reconciliation reporting.

    October 12
    Mathew de la Fuente
  • Joe David is the founder of Nephos Group and Myna, the leading global crypto accounting experts, supporting entrepreneurs and business owners to take control of their finances whilst gaining insights into their business and financial operations.

    October 12
    Joe David
  • In search of new revenue streams, the card network has researched companies' working-capital and cash-flow headaches to see where it could play a bigger role.

    October 12
    Visa building
  • Customers of community banks and credit unions using Fiserv's core banking platform will soon directly control third-party access to their account information among Plaid's network of 8,000 third-party applications and services.

    October 12
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  • What is digital disruption in 2024? Neesha Hathi, shares how Charles Schwab is taking innovation to the next level in wealth management

  • The job cuts came after CEO Bill Demchak said in July that he was "taking a hard look" at opportunities to reduce expenses. PNC joins a growing list of banks that have laid off workers amid declining growth prospects.

    October 11
    PNC Bank
  • Tom Neill was managing shareholder of Finney, Neill & Co. His 40-plus years in public accounting primarily focused on assurance and attest services as well as financial statement preparation and business consulting experience in a large variety of industries. His experience also includes working with business and individual tax matters. He also teaches continuing education courses in regulatory ethics.

    He is a member of the AICPA's National Pipeline Advisory Group; current chair of the AICPA Uniform Accountancy Act Committee; and a member of the NASBA Peer Review Compliance Committee. He spent nine years on the Washington State Board of Accountancy (including two years as board chair); and is a past-member of the NASBA Ethics and Professional Issues Committee, a past member of the AICPA Professional Ethics Executive Committee, and past president of the Washington Society of CPAs. He graduated from the University of Washington in 1980 and received his CPA license in 1983.

    October 11
    O'Neill-Tom
  • Jeffrey Brown, who's been Ally Financial's top executive for nearly nine years, plans to leave the company by early next year. His exit comes as deteriorating credit quality and rising interest rates are biting into Ally's profits.

    October 11
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