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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Erin Daiber is the founder and CEO of Well Balanced Accountants, consultants helping independent CPA firms grow revenue, retain top talent and build firm value. She began her career in the audit practice of EY, then spent several years in private industry working as a financial analyst. She is a graduate of John Carroll University with a degree in accountancy, and is both a CPA and a Professional Certified Coach.
September 26 -
Sara Dressler serves as the CEO, and was previously director of operations, at Indigo Marketing Agency, a full-service marketing consulting firm serving financial advisors.
September 26 -
The Office of Management and Budget has prevented billions of dollars from flowing to community development financial institutions, preventing those funds from supporting housing development.
September 26
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Payment-focused fintechs are acquiring – and keeping – merchants' business thanks to services such as fraud prevention, analytics financing and loyalty tools, according to Capgemini's 2026 World Payments Report. If banks want to compete, they'll need to change their game.
September 26 -
The $18.6 billion-asset Muncie, Indiana-based company agreed to pay $241 million in stock to acquire First Savings Financial Group and expand into the Southern end of the Hoosier state.
September 25 -
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Federal Reserve Governor Michael Barr warned that subjecting the stress testing models to the notice and comment process could lead them to "ossify."
September 25 -
Goldman Sachs Group Inc. President John Waldron criticized the growth of barriers to movement put up by countries around the world, amid rising concern among American firms about the Trump administration's decision to charge $100,000 for a key type of visa.
September 25 -
In a Stanford University study, workers said receiving shoddy content from generative AI models creates almost two hours of extra work per incident.
September 25











