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
  • "Our leaders ... have to be visible on the floor, they must meet with clients, they need to teach and advise, and they should always be accessible for immediate feedback and impromptu meetings," the company's operating committee said in a memo to employees.

    April 12
    JPMorgan Chase Headquarters As US Slowdown Weighs On Bank Key Revenue Forecast
  • Bryan Davis serves as Executive Vice President and Head of VIU by HUB, a digital brokerage
    platform backed and developed by HUB International, the largest personal lines broker in the U.S. He is
    responsible for the vision and strategy, profit & loss, investment priorities and supporting a network of
    alliance partners.

    With more than 20 years of industry experience, Davis has led transformational projects and driven growth in personal and commercial lines, product management and pricing, sales and business
    development, underwriting and operations.

    An industry leader in product, sales, and digital innovation, Davis previously held leadership positions with USAA, Nationwide, and AIG. Davis is a graduate of Wofford College and also has an MBA. He's also credentialed as a ChFC & CPCU and is also a former Member of the Board of Directors of the American Red Cross of San Antonio.

    April 12
  • Minority depository institutions are well-placed to direct money from the Greenhouse Gas Reduction Fund to high-impact projects in underserved communities.

    April 12
    Nicole Elam
    National Bankers Association
  • Bank of England seeks CBDC experts, BNP Paribas' bonus pool gets larger and more

    Bank of England building
  • Sen. Tim Scott of South Carolina, the Senate Banking Committee's ranking Republican, said that Democrats create a "culture of grievance" that the "truth of my life" belies.

    April 12
    Tim Scott
  • The decrease in long-term interest rates this year has helped banks' bond portfolios recover a bit. Some of them may consider restructuring their securities portfolios in the short run, and longer-term changes are also possible as the fallout from last month's crisis continues.

    April 12
    Bonds
  • All eyes will be on the minutes from the March meeting, set to be released Wednesday at 2 p.m. in Washington, for details about the debate over bank failures and how to respond.

    April 12
    Federal Reserve
  • Evan Daniels serves on the advisory board of Monitaur, an AI/ML governance  software company committed to working with the insurance industry and regulators towards the responsible and effective integration of AI/ML. Formerly Director of the Arizona Department of Insurance and Financial Institutions and served as the 2022 Co-Vice Chair of the NAIC Committee on Innovation, Cybersecurity and Technology, which oversees the NAIC's Big Data and Artificial Intelligence workstreams, Evan also is Counsel at Mitchell Sandler LLC, a boutique financial services law firm, where he advises insurance companies, insurtechs, fintechs, and financial institutions on regulatory matters. For more information on Monitaur, please visit www.monitaur.ai, and follow the company on LinkedIn.

    April 12
  • Despite growing concerns about fraud, bankers and credit union lenders say PPP provided a crucial source of capital, backstopping the economy as it faced an unprecedented challenge from the pandemic.

    April 11
    AB0423-Spotlight-CvrArt-Web (1).jpg
  • Marqeta's new CEO faces steep challenges in dismantling the fintech's heavy dependence on Square and finding alternative sources of revenue as consumer spending slows.

    April 11
    Khalaf-Simon-Marqeta