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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A succession merger deal that was nearly 10 years in the making at Nebraska-based Prairie Wealth Advisors offers a lens into the many factors involved with the wealth management industry's looming financial advisor retirements.
August 13
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Cash flow—not revenue—is the defining constraint for small businesses. Yet today's system forces SMBs to wait weeks or months to access money they've already earned, while relying on slow, episodic lending to fill the gap. This begs the question: Is this a lending problem or an infrastructure problem?The panelists examine why cash flow remains broken—and what it would take to fundamentally shift from delayed access to continuous liquidity.
August 13
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Small businesses don't just manage money—they manage a web of disconnected systems: payments, invoicing, payroll, accounting and financing. The result is manual reconciliation, limited visibility, and operational drag. This fireside chat explores the next battleground: owning the system of record for how a business runs its finances.
August 13
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On-chain finance promises to address all three structural failures at once: Tokenized receivables to unlock instant liquidity; programmable infrastructure to unify fragmented systems; and real-time data to expand access to capital. But the promise of on-chain is not the same as widespread adoption by small businesses. This panel examines whether on-chain finance fundamentally changes how small businesses access and manage capital—or simply improves existing models with new rails.
August 13
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Crystal Darling serves as Senior Director of Retail Tech Services at ReSource Pro, bringing more than 28 years of comprehensive insurance industry expertise. Her career spans key roles across insurance agencies, carriers, and insurtech companies, providing her with a unique, 360-degree perspective on the industry's challenges and opportunities.
At ReSource Pro, Crystal partners with clients to unlock new growth opportunities and enhance operational efficiency through strategic technology solutions. Her hands-on approach and commitment to client success make her an invaluable resource for organizations looking to modernize their operations and achieve sustainable competitive advantages.
August 13
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