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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Bankers trying to get their net-zero CO2 targets certified now face hard deadlines to reduce capital flows to fossil fuels.
April 20
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The Dallas bank reported an increase in energy loans for the first time in nearly three years, but executives don’t expect fossil-fuel lending to rebound to its previous highs.
April 20
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The Consumer Financial Protection Bureau is examining whether artificial intelligence discriminates against minorities and other applicants. But GreenState Credit Union in Iowa says the technology can be harnessed to make lending fairer in underserved communities.
April 20
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Federal housing funds are targeted at building more apartments, not promoting homeownership, which is essential to building intergenerational wealth. There's an easy fix lawmakers have long ignored.
April 20
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JPMorgan Chase said it financed and facilitated $285 billion last year toward its $2.5 trillion, 10-year commitment to initiatives that combat climate change and advance sustainable development.
April 20
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Britain’s prior approach to regulating financial technology has been held up as the de facto bar, industry executives say — but on crypto, its more risk-averse outlook has stymied the sector’s growth.
April 20
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Assaf Henkin is the Co-founder, President, and COO of life insurtech
Sproutt . A recognized expert on predictive analytics and data insights, Assaf has more than 20 years of experience building scalable cross-channel, cross-device, and cross-format data-driven products. Prior to his current role, Assaf served as chief insights officer at Amobee, a Singtel wholly-owned subsidiary. Prior to that Assaf co-founded Kontera, a Big Data consumer data and analytics platform that was acquired by Singtel. Assaf holds a BS in Computer Information Systems from San Francisco State University and an MBA from the Northwestern University Kellogg School of Management.April 20
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Karl A. Wagner III is a Partner and Senior Wealth Advisor with Biondo Investment Advisors, LLC with locations in Milford, Pennsylvania, and Sparta, New Jersey.
April 20
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The Open Invention Network is trying to protect members’ technology from costly infringement cases.
April 19
