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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Eric Ayala is the senior vice president, Americas for
Novidea , creator of the born-in-the-cloud, data-driven insurance platform that enables brokers, agents, and MGAs to modernize and manage the customer insurance journey. Eric has more than two decades of technology startup and venture capital experience. A Silicon Valley veteran, he has led multiple Sales and Marketing teams at startups funded by prestigious VCs such as NEA and Accel and Corporate VCs such as Dell and Microsoft.March 9 -
Citigroup, in the midst of overhauling its businesses in Russia when the country went to war, has seen efforts to sell a consumer banking unit there stall and is helping some employees transfer abroad.
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The data from these transactions could help millions of borrowers with thin or nonexistent credit files. But how the credit reporting industry collects and treats the data may matter more than the data itself.
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Germany has emerged as the main roadblock to broaden European Union sanctions against Russia by targeting the country’s biggest bank and its energy sector.
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Citing customers’ increased adoption of digital services over the past two years, banks are shrinking their physical presence, while also renovating the locations they keep — but credit unions are bucking the trend.
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Ally Powers is a CPA working on the assurance staff for
Plante Moran in Grand Rapids, Michigan.March 9 -
A Biden administration cryptocurrency executive order strikes the right balance between encouraging responsible innovation and addressing potential risks to consumers and the broader financial system, Treasury Secretary Janet Yellen said in a statement posted to the Treasury Department’s website Tuesday night.
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Jennifer Overhulse is the owner of St. Nick Media Services. She can be reached for further comment or information via email at
jen@stnickmedia.com .March 9








