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 name change is being timed to the closing of the bank's sale to investors later this summer. Following an earlier acquisition, the bank's name was changed from EverBank to TIAA Bank in 2018.

    June 26
    TIAA Bank
  • Ravi Govindaraju is head of Connected Banking at Chase.

    June 26
  • The category shifted into high gear during the first quarter, but experts predict a severe slowdown based on a growing number of economic concerns.

    June 26
    Canvas Credit Union.jpg
  • Private equity and private credit shops are among the few firms with the capital and appetite needed to buy sizable amounts of consumer assets originated by bigger banks.

    June 26
    PacWest sign 062623
  • An employment attorney shares how to make sure AI hiring tools follow policies and regulations.

    June 26
    artificial intelligence recruiting
  • JPMorgan Chase, Regions Financial and TD Bank Group are among those deploying technology to level the playing field for customers of varied abilities.

    June 26
    JPMorgan Chase branch built in partnership with Gallaudet University
  • The instant-payments rail, which was set to go live this month, has postponed its launch indefinitely. Experts say it's having trouble keeping the interest of the country's major banks.

    June 26
    Canadian card payments
  • Craig Kurtzweil is the chief data and analytics officer at UnitedHealthcare Employer & Individual. In this role, he is responsible for leveraging healthcare's largest data set to help enable informed health care decisions, ensuring consistency across internal and external reporting, exploring new ways to apply data through machine learning and artificial intelligence, and making data a competitive differentiator for UnitedHealthcare in the marketplace. He is known for his leadership in delivering compelling insight based on data and analytics in a narrative that supports the vision of helping people live healthier lives and making the health care system work better for everyone.

    Craig joined the organization in 2005 to begin building a team of strategic customer analytics specialists. Since then, he has been focusing on enhancing the role that analytics plays in the ability to support National Accounts customers. Craig formed the Center for Advanced Analytics to focus on analytic innovations that change the way we evaluate health care value. His teams also focus on the largest and most complex clients that require a deeper and broader view of data, ranging from cost and utilization data to productivity and disability exposure. He is constantly working on the next generation of health care analytics.  

    Prior to joining UnitedHealthcare, Craig served as an actuarial consultant at Deloitte. Craig graduated University of Minnesota with a Bachelor of Science in actuarial science. He lives in Minnesota with his wife, son and daughter.

    June 26
  • Patty Starr is president and CEO of Health Action Council and is responsible for driving the strategic direction of the organization--build stronger, healthier communities where business can thrive. Since joining the Health Action Council staff in 2013, she has transformed the organization yielding broad national expansion and seven consecutive years of growth. 

    Patty is a member of the Advisory Board at the Heritage College of Osteopathic Medicine and the Board of Directors for Health Policy Institute of Ohio (HPIO). She has also served on the Board of Directors for the Better Health Partnership, Ohio Patient-Centered Primary Care Collaborative and Health Action Council before becoming executive director in 2013.  In 2022, she was named a Woman of Influence by Cleveland Business Journal, and in 2018, she was named among Notable Women in Healthcare by Crain's Cleveland Business. 

    Prior to Health Action Council, she was the senior director of health insurance and benefits at the Council of Smaller Enterprises (COSE) and president and founder of The Ark Individual Insurance Brokerage.

    June 26
  • After holding at its last meeting, the Federal Open Market Committee may decide to raise rates again in July.

    Hike or hold: which will the Federal Reserve choose?