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 Salt Lake City-based regional bank plans to grow its multifamily lending business by acquiring the agency lending business of a commercial real estate investment group. If the deal is approved, Zions would join a short list of banks that can underwrite and close multifamily loans on behalf of Fannie Mae and Freddie Mac.

    March 25
    Michael MacDonald
  • 2025 was Revolut's fifth consecutive year of net profitability. This year, the neobank has its sights set on expanding in the U.S., a key pillar of its global footprint.

    March 25
    Revoluts Billionaire CEO Moves Residence From UK to Mideast
  • Like much of the United States, Tampa Bay has seen very few new bank charters in recent years. That's a void that the new Echelon Bank, which is slated to open in May, hopes to fill.

    March 25
  • Kalshi and Polymarket announced additional anti-insider trading guidelines as lawmakers announced multiple bills aimed at restricting the platforms this week.

    March 25
    Michael Selig, wearing glasses and a suit, sits at a witness table with a nameplate during a formal hearing or testimony.
  • The national delinquency rate ticked up seven basis points to 3.72% last month, coupled with a 10-basis-point increase in prepayment speed, according to ICE.

    March 25
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  • The lender has added a new card and plans a suite of artificial intelligence-powered technology for corporates, which face mounting pressures over tariffs and political volatility.

    March 25
    Stephen Squeri Amex
  • A TD Bank expert warned RSAC attendees that criminals use cheap printers, stolen data and AI to bypass identity verification in under five minutes.

    March 25
    Telegram Messaging App As CEO Charged in France
  • The title policy and settlement statement datasets introduce digital standards that will allow the information on forms to move as data instead of documents.

    March 25
    Steve Gold - ALTA.jpg
  • Jane Diplock AO is chair of the Supervisory Board of the Global Reporting Initiative. She was appointed chair of the GRI Supervisory Board in January 2026. She is a highly experienced corporate governance professional who has served on numerous boards and committees for listed, private and nonprofit entities, with a focus on sustainability standards, regulation, impact reporting and digitization. She is a former Chair of both the IOSCO Executive Committee and the Securities Commission of New Zealand. Her current governance roles include positions with the World Benchmarking Alliance, A4S, Abu Dhabi Global Market Appeals Panel, Wellington Zoo Te Nukuao, and Persefoni AI. Earlier in her career, she led government departments in New South Wales, Australia, and held executive leadership positions in Westpac Banking Corporation. Jane holds degrees in arts and law and a Diploma of Education from Sydney University, and a Diploma of International Law, International Economics and International Relations from the Australian National University, while she was a Chevening Fellow at the London School of Economics. In 2004 she was awarded the Order of Australia for her contribution to business and commerce.

    March 25
    Jane Diplock of GRI
  • Burcu Bree Manay is founder and managing partner of Manay CPA. She serves on the board of the Georgia Chamber of Commerce and is a member of the Forbes Business Council. She is a CPA and Certified Tax Coach with about 25 years of professional accounting, financial planning, tax and business consultancy experience in various U.S. and international sectors.  

    March 25
    Burcu Bree Manay of Manay CPA