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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  • The bank hasn't managed debt sales in Texas since a measure took effect in 2021 that bars governmental entities from working with companies that "discriminate" against firearms businesses. BofA's "current risk-based framework and policies" can comply with that law, a lawyer for the bank has told the state.

    June 27
    Bank of America branch sign
  • New York is seeking to procure a supercomputer to run artificial intelligence systems and gain a deeper understanding of the technology for more effective regulation. 

    June 27
    adrienne-harris-cropped872x952-1-1.jpg
  • Bank of America says it will extend its branch footprint to Omaha, Dayton and Huntsville. The moves are part of an ongoing strategy to enter new markets even as the bank reduces its total branch count.

    June 27
    Bank of America
  • Melissa Bartlett is senior vice president of health policy, The ERISA Industry Committee (ERIC), leading the development of ERIC's health policy and advocacy for its legislative and regulatory priorities at the federal, state and local levels. 

    June 27
  • M&A

    Bankers, traders and support staff in Credit Suisse's investment bank in London, New York and in some parts of Asia are expected to bear the brunt of the cuts, with almost all activities at risk, people familiar with the matter said. 

    June 27
    UBS to Face Penalties Over Credit Suisse’s Archegos Fiasco Bloomberg pickup
  • Carin Giuliante is the chair and chief executive officer of Deloitte Tax LLP.

    June 27
    Giuliante-Carin-Deloitte Tax
  • David Tobias serves as the chief product officer at Nearmap. Previously, he co-founded Betterview, the leading Property Intelligence Platform for P&C insurers, which was acquired by Nearmap in December 2023. David plays a pivotal role in driving the market strategy for Nearmap, enabling users to effectively identify and mitigate risk, enhance operational efficiency, and build a more transparent customer experience. Before founding Betterview, David was instrumental in scaling Research Specialist Incorporated, an insurance loss control company. Under his leadership, the company expanded to conduct over 30,000 inspections annually with a network of more than 500 inspectors across the United States. Research Specialist Incorporated was later acquired by Alpine Intel. A veteran of the insurance and property intelligence industry, Tobias is focused on finding actionable, usable solutions to complex geospatial challenges.

     

    June 27
  • A report from the Treasury Department's Federal Insurance Office urges state regulators to spruce up their toolkits for monitoring and mitigating the impact of climate change on homeowners insurance.

    June 27
    The U.S. Treasury building in Washington, D.C.
  • The Federal Reserve gave itself the power to raise capital requirements when risks are elevated to ensure banks can lend through the business cycle. But the rule hasn't been used, and it isn't clear it could ever work in practice.

    June 27
    John Heltman
    American Banker
  • A Florida pension fund is demanding the bank turn over files about a possible criminal probe into whether the bank violated federal law by setting up fake job interviews to meet in-house diversity guidelines. 

    June 27
    February marks the fifth anniversary of Wells Fargo’s asset cap.