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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Nancy Beaton, President of Uphold U.S. and CRO/CMO of Uphold Ambre Soubiran, CEO, Kaiko Raghav Chopra, Managing Partner, Tephra Digital Moderator: Holly Sraeel
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A bill on reciprocal deposits passed the committee unanimously, while another measure on custodial deposits passed by a wide, bipartisan margin.
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Starting Tuesday, the Spanish bank is allowing retail clients in Germany to trade Bitcoin, Ether, Litecoin, Polygon and Cardano. Openbank will expand the number of available tokens over the coming months.
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The payment company has made a series of moves to bolster its stablecoin and other coins to build a market for digital assets. Its Links feature adds to the strategy.
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Amit Ranjan is Executive Vice President, Global Head of Data and Risk Analytics at Xceedance, a global consulting, technology, and operations leader for insurance organizations. With 25 years of diverse experience, he oversees catastrophe modeling, actuarial and data insight services. He specializes in leveraging advanced modeling techniques, statistical analysis, and data-driven strategies to optimize underwriting, pricing, and portfolio management.
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Google has launched its Agent Payments Protocol, an open protocol that establishes a payment-agnostic framework for users, merchants and payments in agentic AI. Payment companies such as Adyen, American Express, Mastercard and PayPal helped develop the protocol.
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David Klasing is a dual-certified tax attorney and CPA, and founder of the Tax Law Offices of David W. Klasing, P.C. He has earned dual California licenses that enable him to simultaneously practice as an attorney and as a CPA in the practice areas of taxation, estate planning and business law. He provides businesses and individuals with tax representation, planning and compliance services, and criminal tax representation. He has more than 20 years of professional tax, accounting and business consulting experience, coupled with extensive knowledge about federal and state tax codes, regulations and case law.September 16 -
Prosecutors say Daryl Heller lured 2,700 investors with promises of safe ATM profits but misappropriated $185 million.
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The companies have signed a new data-sharing agreement that includes an undisclosed pricing structure. Plaid said it will not pass the new costs on to its clients.
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A group of Democratic Senators led by Elizabeth Warren, D-Mass., urged regulators to keep the 2023 Community Reinvestment Act overhaul, saying the rule was carefully crafted with bipartisan input.
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