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 Cincinnati, Ohio, bank targeted Rize Money due to its "ease of accessibility," according to Fifth Third's head of wholesale payments. The acquisition comes as the $205 billion-asset bank has seen wealth and asset management revenue decline in recent years.

    May 22
    Fifth Third Bank mobile banking
  • Zest AI and Origence designed a new white-labeled product for institutions that lack the resources to develop a custom platform based on artificial intelligence.

    May 22
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  • James Wallis is vice president of Central Bank Engagements and CBDCs at RippleX.

    May 22
  • Experts say banks should start stepping up their encryption now, because hackers can steal it now and decrypt it with quantum computing later.

    May 22
    Quantum Computer in front of black background calculating data
  • After First Citizens acquired SVB in March, HSBC poached 42 bankers, misusing SVB's confidential, proprietary and trade secret information to execute their scheme, according to a complaint filed Monday in federal court in Northern California.

    May 22
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  • Traders added $2.1 billion to short positions in regional banks for the five-day week ending May 19, a net increase of about $2 billion from a week earlier, according to data from S3 Partners LLC.

    May 22
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  • Yuval Brisker is the CEO and co-founder of Alviere, an embedded finance company. Prior to Alviere, he co-founded TOA Technologies, a SaaS solutions firm that was acquired by Oracle in 2014. Before founding TOA, Yuval spent years growing and managing technology ventures.

    May 22
  • Damith brings deep technical and executive experience to his role as Loadsure CTO, where he's responsible for strategic technology planning, innovation, and, ultimately, delivery of Loadsure's insurtech platform. In addition, Damith provides a 360-degree view of available technology capabilities, informing strategically sound business decisions by the leadership team.
    Prior to joining Loadsure, Damith served as 30dB CTO. There, he architected and built a highly scalable social sentiment engine that delivered real-time insight into both public opinion and what drives it.
    It is within the multinational conglomerate, IAC Applications, that Damith grew from senior engineer to technology executive. His responsibilities spanned technology strategy and architecture; business plan development; management; reorganization; and funding of teams across IAC business units, the likes of Pronto, Mindspark, and Ask.com.
    As IAC Applications' Vice President of Data, Damith took on broad responsibility for everything from shared data and information strategy to the website, search engine, and its underlying technologies.

    May 22
  • Wyoming had sought to intervene in the contentious lawsuit over master account access, citing concerns about its special purpose depository charter. The judge said it had no standing.

    May 22
    FEDERAL-RESERVE-HQ-BLOOMBERG
  • Michael Stuart is a behavioral healthcare leader with more than 30 years' diverse experience, ranging from executive management in large behavioral healthcare systems to teaching daily living skills to autistic children. Mike has worked with tens of thousands of people, with a focus on actionable, tangible steps to integrate health and wellness into everyday life. He specializes in teaching the importance of developing and utilizing a strong mindset to address and overcome health and wellness challenges, including addiction and mental well-being. As the Executive Director at AllOne Health EAP, he leads the team in delivering EAP and whole health benefits to organizations, employees and their family members.

     

    May 22