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
  • Here is the cast of characters who will affect bankers and their industry in the coming year, both positively and negatively.

    December 16
    impressive fireworks
  • The Korean American bank's leader talks about her expansion plans, what she learned from former bosses and how Koreatown, and the community, is changing.

    December 15
    BonnieLee_Nasdaq_mc_12132259.jpg
  • Many experts think the Consumer Financial Protection Bureau's funding through the Federal Reserve could be the fatal flaw in the Dodd-Frank Act that created the agency, but differentiating the CFPB's structure from others may be tricky.

    December 15
    Supreme Court
  • In a survey by J.D. Power, customers of nine large banks expressed their growing unhappiness with service from human employees. Discontent rose the most among consumers under age 40.

    December 15
    Banker handshake
  • The National Credit Union Administration's spending frameworks were scaled back in certain areas in response to feedback from industry groups.

    December 15
    NCUA HQ
  • Institutions that are already on the fence about joining the peer-to-peer network are expected to balk at the expense of standardized scam reimbursement, industry experts say. Small banks aren't openly opposing the concept yet, but many say they're still cautious about P2P.

    December 15
    Zelle app
  • As a co-founder and managing director of BrandCulture, Eric leads BrandCulture's strategy practice. Across his career, Eric has worked with big and small organizations alike to put their respective best feet forward through strategic branding, naming, print and digital media.

    Prior to BrandCulture, Eric served in a variety of client- and agency-side executive positions, including Head of Corporate Affairs and Head of Strategic Marketing for LRN Corporation and Senior Vice President at global branding and interactive media consultancy Siegel + Gale. Earlier, Eric was an attorney with Wilson Sonsini Goodrich & Rosati in Palo Alto, where he specialized in representing technology clients.

    Eric is an honors graduate of Harvard Law School, holds Bachelor's and Master's degrees from Stanford University where he was elected to Phi Beta Kappa. He also studied at St. Catherine's College, Oxford and the University of Urbino in Italy.

    December 15
  • Jon is a pioneer in wedding the disciplines of strategic branding and culture development united in Shared Purpose. From the time he had the prescience to purchase the domain "BrandCulture.com" back in the last Millennium, Jon cultivated the idea of forming a new kind of agency that integrates brand and organizational development as the flip sides of the same coin. With BrandCulture now in its second decade, Jon takes singular satisfaction in finding that the world has, at long last, come around to his point of view.

    Jon has previously held senior strategic and business development roles within Wolfgang Puck, Siegel + Gale, Imagination and Caribiner International, where his clients have included BMW, BEA Systems, Ford, The Coca-Cola Company, Holiday Inn Worldwide, Jiffy Lube, Lexus, Motorola, Philips Electronics and other global organizations.

    Jon serves on the board of the Michael Hoefflin Foundation and holds a BS in Finance from the University of Wisconsin La Crosse and an MS in Real Estate and Urban Affairs from J. Mack Robinson College of Business at Georgia State University.

    December 15
  • In a joint statement, the agencies said the public would have another month to respond to the various questions posed about living wills in October.

    December 15
    Barr Harper Hsu Gruenberg
  • Customer outflows from Binance's cryptocurrency trading platform are slowing, according to blockchain data from two digital-asset analytics firms.

    December 15
    Cryptocurrency Exchange Illustrations As Caution Sweeps Over Crypto