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
-
Derek Ellington, Vice President, Wells Fargo, shares a perspective of what banks can and should get right to serve small businesses.
November 1
-
Perry Green is chief financial officer and a senior wealth strategist at Waddell & Associates. He has worked extensively with owners of closely held businesses and executives of large corporations assisting with tax planning, transition planning and stock option planning as well as with gift, estate and retirement planning.
November 1
-
Uplinq | Glia | Biz2X | Narmi
November 1
-
Law enforcement's recent crackdown on shady operators paved the way for Amazon to bring broader scale and transparency to the lucrative market of lending to merchants.
November 1
-
Rather than blaming the Federal Reserve, CFPB and other agencies for getting over their skis, I blame Congress for being unable to give them workable, solid power to solve agreed-upon policy objectives.
November 1
American Banker -
-
Kristy Fercho, who's run the bank's home lending division since August 2020, will report directly to CEO Charlie Scharf and sit on the operating committee. Last year, she became the first Black person to chair the Mortgage Bankers Association, and she took the top spot in American Banker's Most Powerful Women to Watch this year.
November 1
-
As the GM for Insurance, Elizabeth Del Ferro brings with her a consistent track record of guiding profitable business expansion within Property and Casualty Insurance software companies. She most recently served as the Vice President of Partner Go-to-Market for Duck Creek Technologies.
November 1
-
Rema Matevosyan is the CEO and co-founder of Near Space Labs, a cutting-edge, high-resolution Earth imagery company for which she was featured in Forbes 30 Under 30. Prior to Near Space Labs, Rema worked as a researcher in Systems Engineering for Complex Aerospace Systems, informing the decisions of the European Commission regarding the Copernicus satellite network. Rema is an Emerging Space Leader and recognized scholar by the International Astronautical Federation and a published researcher in top journals including the American Institute of Aeronautics & Astronautics and The Institute of Electrical & Electronics Engineers.
November 1
-
Mike Lamble is managing partner of PremiumIQ, a specialist consultancy focused on data analytics needs of insurance companies. He was formerly CEO of Clarity Insights and managing director of Knightsbridge Solutions.
November 1
