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
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Jennett Douglas is a senior client services manager for Felix. In her work, she utilizes a wealth of knowledge and experience in project management, research-based practices, human development and learning, and coaching.
June 26
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Nicole Halverson serves as Carpe Data's first VP of People and Culture. Throughout her time at Carpe Data, Nicole has built a people-focused team driving talent acquisition, people and organizational development, employee relations, employee engagement, and DEIB. Nicole has helped triple Carpe Data's employee base in the US and Portugal, and has helped coach employees towards high performance and innovation while committing to the Company's core values: act like an owner, lead with empathy, and be bold and creative. Before Carpe Data, Nicole spent eight years in operations and people management in private education.
June 26
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Crown was the longest-serving board member of JPMorgan Chase, having been a director for the bank or its predecessor firms going back to 1991.
June 26
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Goldman Sachs Group has started cutting managing directors across the globe as the firm reduces its headcount amid a deals slump, according to people familiar with the matter.
June 26
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Small-business owners need more help from financial services companies when it comes to making major decisions about their companies' future.
June 26
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Goldman Sachs Group plans to add Tom Montag to its board, enlisting a prominent alum at a time when discontent in the firm's ranks has spilled into public view.
June 26
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Rising interest rates on loans, greater borrowing and higher fees on deposit accounts all contributed to the increase. "Altogether, this paints a picture of debt that could really start to strain the checkbooks of American families," said Meghan Greene, a researcher at the nonprofit organization that authored the report.
June 25
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The Federal Reserve governor said regulatory response to this spring's bank failures should be targeted on key issues and emphasize transparency.
June 25
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The legislation has support among Republicans, who hold a slim majority in the chamber.
June 23
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