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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Kayly Hill is the Director of Strategic Accounts at Nava Benefits, a modern benefits brokerage on a mission to bring high-quality, affordable healthcare to all Americans. With more than two decades of experience spanning insurance and benefits consulting, Kayly is committed to helping clients improve their employees' benefits experience while managing costs.
October 3
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Stacey Lowman is the head of employee well-being at Claro Wellbeing, a financial wellbeing provider that offers one-to-one coaching sessions, in-person and remote employee webinars and workshops and access to financial courses and content to support employees financial goals.
Claro is offered as an employee benefits package that provides accessible financial guidance and educational resources to help employees feel more confident and supported in their roles, boosting engagement and performance, whilst also enhancing a company's workplace benefits to help retain staff and attract first-rate talent.
October 3
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Eric Ly is the Founder and CEO of
KarmaCheck , a first-of-its-kind company that uses data-driven technology to bring truth, speed, and efficiency to background checks. Ly is the cofounder of LinkedIn, a social networking platform, where he served as the chief technology officer. Ly helped launch LinkedIn from a strategic perspective and assisted with the architecture and implementation of specific aspects of the networking and search algorithms. Ly even acted as the vice president of desktop, building a team of professionals to lead the desktop integrations. Ly attended Stanford University, where he earned his bachelor of science in symbolic systems, and the Massachusetts Institute of Technology (MIT), where he earned his master of science in media arts and sciences. After earning his MS, Ly returned to Stanford to pursue a Ph.D. in computer science. After co-founding LinkedIn, Ly founded Presdo, Hub, KarmaCheck, and several other companies.October 3
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Discovery Federal Credit Union in Wyomissing has promoted its chief information officer, Michele Smith, to succeed Edwin Williams as CEO. Smith assumed her new role effective October 1.
October 3
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Taichung Commercial Bank said it would pay $82.1 million to buy American Continental Bancorp in suburban Los Angeles.
October 3
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The Consumer Financial Protection Bureau stopped short of creating new rules for BNPL fintechs, but pressure is mounting for some fintech lenders to alter their business practices.
October 3
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