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
  • Steven Schwartz is VP of Insurance Strategy and Underwriting at Safe Security. Previously, he was CRO at Periculus, and prior, was VP Strategy and Insurance Practice at Cytegic. Steven serves on the Advisory Board at PACE University's Seidenberg School for Computer Science and Information Security, and is a co-founder of both The Data Union and Personal Data Week, introducing the topic of "personal data" and its implications for society, industry, and regulation such as GDPR, CCPA, NYDFS and more to more than 30k global members. He was nominated to NYC's 2017 "33 Under 33" and currently holds his Investment Advisor License (Series 65) and Property, Casualty, Health and Life Insurance licenses.

    December 28
  • The U.S. Virgin Islands is suing JPMorgan Chase for "turning a blind eye" to former client Jeffrey Epstein's sex-trafficking on his private island there.

    December 28
    Villa on Epstein's island
  • Andrew Hersh is the CEO at Sigma7, a global risk information and services platform. He is an expert in the fields of risk management and national security and has contributed to the evolution of risk management in corporations and governments. Andrew has served as a Senior Fellow at Auburn's McCrary Institute and George Washington University's Center for Cyber and Homeland Security. He has served as a Member of the Infrastructure Advisory Committee for the State of New Jersey Office of Homeland Security & Preparedness and is a Member of the Cyber & Technology Council at Business Executives for National Security. 

    December 28
  • The 23 CEOs on this list run banks and credit unions and are on our Most Powerful Women in Banking, Most Powerful Women to Watch, and Most Powerful Women in Credit Unions.

    December 28
  • Federal agencies' complaints against FTX's leaders have led to scrutiny of the banks it worked with. While it's unlikely the bankers will be held accountable for the cryptocurrency exchange's wrongdoing, the case could make it more difficult any bank that wants to work with crypto-related businesses.

    December 28
  • Analyst estimates show the six banks are quickly closing in on that financial high water mark and that if they don't reach the milestone at the end of this month, they will sometime in the first few weeks of 2023.

    December 28
    Senate Banking Hearing On Oversight Of The Nation's Largest Banks
  • The New Canaan Bank would have been the state's first de novo in more than a decade.

    December 28
    New Canaan Connecticut USA
  • Beth Robertson is a Managing Director of Keynova Group, a principal competitive intelligence source for digital financial services firms that publishes semi-annual Online and Mobile Insurance Scorecards. With more than 30 years of experience, Beth has held leadership roles as a consultant and as a senior-level industry analyst with expertise in digital channels, payments and insurance.   

    December 28
  • Your best future employees aren't looking for banking jobs. Successful hiring requires actively seeking out talent.

    December 28
  • At the start of 2022, banks sat atop a flood of deposits. But as the year progressed, they faced greater pressure to pay higher rates, and the trends that drove the rapid shift show no signs of abating.

    December 28
    check deposit