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
  • When credit union leaders are open to feedback from members and employees of many backgrounds, they can strengthen workplace morale and attract new customers, inclusion advocates say.

    November 3
  • CRA

    The $7.1 billion-asset bank has established a partnership with the nonprofit HoneyBee that harks to its early days serving underbanked Korean business owners in Los Angeles in the early 1980s.

    November 3
    Los Angeles, California – view of KOREATOWN a neighborhood in Central Los Angeles
  • Executives from PNC, Regions and M&T are expressing confidence that their loan books can withstand a recession. "We don't see crisis-type things in front of us right now," said PNC Chief Financial Officer Robert Reilly.

    November 3
  • With more than 30 years of experience championing causes that inspire social change through sports, entertainment, and pop culture, Lou Raiola is the industry's go-to resource when it comes to uniting stakeholder groups in collective efforts to drive positive social impact. He is also a leading advocate for the adoption of ESG within all types of organizations and is a leading expert on ESG strategy for supply chain stakeholders often speaking on the topic he describes as "The ESG Ripple Effect".

    November 3
  • Nicole Stelter, Ph.D., is the director of Behavioral Health at Blue Shield of California, a nonprofit health plan with more than $22 billion in annual revenue serving 4.7 million members in the state's commercial, individual, and government markets.

    Stelter plays a key role in implementing Blue Shield's Behavioral Health Reimagined strategy. She is also responsible for providing behavioral health and market/provider expertise across Blue Shield of California's behavioral health initiatives, with a focus on commercial lines of business. 

    Stelter has more than 30 years of behavioral health experience, most recently serving as Kaiser Permanente's director of National Strategic Customer Engagement, Specialty Consulting for Mental Health, and Health Equity. In this role, she led the company's total workforce health portfolio, including providing internal and external consultation and product development for mental health, occupational health, wellness, Employee Assistance Programs (EAP), and disability management services.

    Stelter holds a bachelor's degree in Psychology and a master's degree in Counseling Psychology from California State University-Dominguez Hills and she earned a PhD degree from Capella University in Minneapolis.

    Stelter is a licensed marriage and family therapist, a clinical trauma professional, and holds certifications in community/organizational disaster mental health. Her clinical focus has been with the first-responder community (police and fire), and she served as a behavioral health officer in the California Army National Guard (State Guard/Reserves) from 2010 to 2015.

    November 3
  • New York City's new pay-transparency law has a blind spot: Wall Street bonuses.

    November 3
    Traders On Floor Of NYSE As U.S. Markets Reopen After Holiday
  • Ally Financial and Truist Financial took different approaches to achieve the same aim: giving digital investing clients the option of speaking with an advisor.

    November 3
    Lori Spangard, senior director of Ally Invest wealth management (left); Kacy Howard, senior vice president of digital investing at Truist Wealth (right)
  • A neon purple vending machine dispensing nonfungible tokens for £10 ($11.18) a pop has materialized in the middle of London, drawing frosty stares from passers-by in the British capital. 

    November 3
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  • The central bank terminated a cease-and-desist order issued against the Agricultural Bank of China and its New York branch in 2016 for breaking anti-money-laundering rules.

    November 3
    Federal Reserve Exterior As Fed Looks Locked In For Quarter-Point Cut
  • Fidelity Investments is set to launch a retail crypto trading platform, starting with zero-commission trading for bitcoin and ethereum.

    November 3
    Occupy Wall Street Starts May Day Protests Amid Rain in New York