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

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In a new report, the Treasury Department also raises the question of scrapping the $10 billion threshold for debit card issuers in the Durbin amendment.
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John Graziano, CPA, PFS, CFP, is president of
FFP Wealth Management , a financial planning and management firm. He also actively mentors more than 80 CPA firms across the country.November 16 -
Banks that offer a wide array of products and services are confronting extraordinary challenges. They aren't doomed, however.
November 16
McKinsey & Co. -
Sharonview Federal Credit Union in Indian Land, South Carolina, named Herb White as its new president and chief executive. He will replace outgoing CEO Bill Partin on Jan. 1.
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Apollo Global Management has agreed to acquire Sector Financial, which focuses on middle-market direct lending, as part of its purchase of a portion of Credit Suisse Group's securitized products group, according to people with knowledge of the matter.
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Square will launch an Amex-branded credit card next year through its app, targeting its U.S.-based sellers using the card network's fintech-centric approach.
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The fall of a major cryptocurrency exchange and subsequent drop in digital currency prices represent an opportunity to some bankers, who say investors and businesses will turn to regulated companies for crypto help.
November 15 -
Ted Katramados is director and associate portfolio manager at TAG Relative Value Fund at TAG Associates and a member of the firm's investment committee. Prior to joining TAG in 2006, he was with Citigroup in Fund of Funds Diligence and Counterparty Risk Analyst at the Federal Reserve Bank. He earned his MBA at New York University's Stern School of Business and his B.S. from the Wharton School at the University of Pennsylvania.
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