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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Get your notepad ready: these are the speakers whose insights you’ll want to remember at this year’s event in Austin.
May 31
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The Consumer Financial Protection Bureau first completed its rules for payday lenders in 2017, but industry litigation has successfully kept the rule from being enforced.
May 31
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Shares in Signature Bank fell by 29% in early May as cryptocurrency prices plunged. But after the bank’s chairman and outside analysts sent reassuring messages to investors, the New York bank has regained much of the ground it lost.
May 31
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Phani Ilapakurty is the president ofMueller dotKonnect , which is a related entity ofPKF Mueller , a CPA and business advisory firm that serves clients both domestically and internationally. MDK specializes in business process management, business process outsourcing and tax services, backed by a team of 300-plus finance, accounting & tax professionals located in Chicago, Dallas, Portland, Philadelphia, Sarasota and in Hyderabad, India. Ilapakurty is a Chartered Accountant, a Cost & Management accountant, a Certified Fraud Examiner and an Enrolled Agent, with more than 20 years of consulting, finance & accounting industry experience. He is also the co-founder ofQount.io , a SaaS practice management solution to improve, automate and streamline accounting & tax practices to positively impact the bottom line. Reach him atphani.i@muellerdotkonnect.com .May 31
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Caleb Jenkins began his career atRLJ Financial Services and leads the outsourced tax planning & business accounting services team. He has been recognized as a Top Up-N-Comer ProAdvisor and Top 40 Under 40 in the accounting profession, and serves on numerous councils including the Intuit ProConnect Customer Tax Council and the ADP Accountants Advisory Board. Reach him via email atcaleb@rljfinancial.com .May 31
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Cathy Beardsley, the CEO of Segpay, and Christiaan Brand, a security expert from Google, discuss how to overcome the hurdles that are still in the way of cryptocurrencies being widely used for payments.
May 31
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Prominent Philadelphia appellate attorney Alfred Putnam is charged with convening a special shareholder meeting to fill a vacant seat on the board. CEO Vernon Hill is competing with a four-member faction of the board — and two separate groups of activist investors — for control of the bank.
May 31
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District attorneys in the Golden State are tangling with Credit One Bank over its debt-collection practices. The bank says the prosecutors have overstepped, but Democratic Attorney General Rob Bonta argues that the legal action should continue.
May 31
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10 things to know in May: The Credit Union Women’s Leadership Alliance is set to launch its coaching program, U.S. Senate confirms first Black appointee to Federal Reserve, and more.
May 31
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President Biden used a rare meeting with Federal Reserve Chair Jerome Powell to declare that he’s respecting the central bank’s independence — while simultaneously shifting responsibility for taming decades-high inflation ahead of the November midterms.
May 31
