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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Our annual list of the 25 top leaders in finance include three newcomers this year.
October 1
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Duckett, who's on a mission to help Americans save for retirement, said that "guaranteed income isn't a luxury, it's a necessity."
October 1
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A longtime focus on alternative investments positioned this asset-management heir to benefit from the recent surge of consumer interest in crypto and a relaxed regulatory regime.
October 1
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With a shift toward financial-planning advice and banking, the brokerage-house leader hopes to grow her firm faster.
October 1
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Marrs runs Amex's second largest business by revenue and card member spending.
October 1
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Despite being in the industry for 25 years, Marcelli still wakes up in the middle of the night to jot down ideas.
October 1
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Milrod, a champion of innovation, has strengthened State Street's position in the digital assets space, including securing three of the 11 Bitcoin and Ethereum ETFs launched this year.
October 1
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Fogarty, who was promoted to chief operating officer of investment services in July, leads the firm's largest business unit.
October 1
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The imperative is to keep one eye on the business, and the other eye on talent. The former is fed by the latter.
October 1
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Under Johnson's leadership, Franklin Templeton launched a private equity fund along with two real estate funds in 2024.
October 1
