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.

InVest Video Content Hub-01.png
Invest | Direct
  • Nicole joined Corporate Synergies in 2007 as a Staffing Specialist in Human Resources, where she coordinated recruitment efforts that successfully developed the company's talent base. In 2010, Nicole transitioned into account management and a client-facing role, where she over the years expanded her skill set and industry knowledge. 

    June 7
  • Mike Ettling is CEO of Unit4, a cloud-based enterprise software company that powers many of the world's most people-centric mid-market organizations. He is a highly regarded global thought leader in the IT and cloud software industries and is an active investor/advisor for emerging companies.

    June 7
    ettling-mike-unit4.jpg
  • State officials from California to New Jersey along with the SEC are focusing on Coinbase's staking program, which offers customers a return for letting their tokens be used to facilitate blockchain transactions. 

    June 7
    Coinbase031723
  • This week in global news: JPMorgan Chase works on blockchain in India, U.K. reps want faster crypto regs and more. 

    June 7
    U.K. parliament building
  • Elijah returned to Financial Planning in 2025 after working as a summer intern with FP in 2023. He earned an undergraduate degree from Berea College in Berea, Kentucky, and a master's degree in data journalism from Northeastern University in Boston. His work has been published in Bloomberg News, The Boston Globe, The Texas Tribune, WCVB, WBUR, The Drive and Autoblog.

    June 7
  • Widespread adoption of a central bank digital currency would utterly transform the financial services sector by reducing access to loans and raising prices for consumers.

    June 7
    Nicholas Anthony
    The Cato Institute’s Center for Monetary and Financial Alternatives
  • As incentive marketing and payments preferences change, Geeta Chandan, vice president and head of product and loyalty at Discover, will join us at American Banker's Payments Forum to discuss opportunities and challenges. interview at Payments Forum

    June 7
    A look at payments and card innovation with Discover's Geeta Chandan
  • After outsize profits at banks during the early stages of the pandemic led to big increases in compensation, chief executives collected a 7% median pay raise in 2022. The decline in stock prices following the recent banking crisis could weigh on the size of this year's awards.

    June 6
  • The Tennessee-based bank was supposed to be acquired this year, but the merger fell apart a month ago. Now executives say that employees are energized as they reengage with clients who are relieved that they won't be switched away from First Horizon's systems.

    June 6
    First Horizon
  • Beach Cities Commercial Bank is set to open in Southern California next week. Rising interest rates and consolidation in recent decades have created more opportunities for investors to form new banks, experts said.

    June 6
    Sunrise over a highway in Irvine, California as headlight trails