In|Vest 2018 Direct

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 here for full access to this and other In|Vest sessions.

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Invest | Direct
  • On-chain infrastructure is making idle balances obsolete. The OCC needs to act before banks lose the ability to compete in a market where consumers no longer tolerate below-market-rate returns.

    April 9
  • A reporter claims to have answered the question of the identity of bitcoin's creator but the more interesting question is: What does bitcoin say about money and monetary systems?

    April 9
    Paul Vigna
    American Banker
  • Jay Plum, head of consumer lending at Fifth Third Bank, says artificial intelligence is fundamentally shifting relationships between banks and their third-party software vendors, allowing banks to do things on their own that they would previously rely on vendors to do for them, like identify risky loans and prepare for exams.

    April 9
    Jay Plum, executive vice president and head of consumer lending at Fifth Third Bank.
  • As director of account anagement, Jill Dobbe builds strong relationships with Orgvue clients, guiding them to enhance their organizational planning capabilities through technological solutions. With more than two decades of expertise in strategic planning, human resources, and organizational development—including extensive experience supporting Fortune 100-500 organizations and serving within John Deere and a non-profit healthcare system—Jill is dedicated to empowering organizations to define and achieve their future strategies. Her comprehensive background encompasses successful leadership of initiatives in strategic workforce planning, analytics, organizational design, transformation, and change management across diverse industries and global environments.

    April 8
  • A new analysis from the White House's Council of Economic Advisers says the banking industry's fears about deposit flight are overstated. Experts familiar with the banking industry's concerns say the report's conclusions are beside the point.

    April 8
    Trump family Eric Trump
  • The card brand introduced tech for businesses to tap agentic AI, while Revolut counters Italy's accusations of inaccurate marketing. That and more in the American Banker global payments and fintech roundup.

    April 8
    Ryan McInerney Visa CEO
  • The Treasury Department Wednesday proposed a set of rules that would require stablecoin issuers to abide by risk-based anti-money-laundering programs similar to those that banks must employ, as well as secondary market monitoring and independent testing by issuers. 

    April 8
    Treasury Secretary Scott Bessent
  • TuongVy "Vy" Le is general counsel of Veda Tech Labs, which builds institutional-grade, noncustodial vault infrastructure for digital asset markets. Previously, she served as the general counsel of a federally regulated crypto bank, head of regulatory and policy at a registered investment advisor, and chief counsel of the Office of Legislative and Intergovernmental Affairs and senior counsel in the Division of Enforcement at the SEC.

    April 8
  • M&A

    Closing its Brex acquisition adds a corporate-focused fintech and new agentic commerce tools to an already considerable consumer payments division.

    April 8
    visualization
  • American Banker data found that those who upped artificial intelligence spending by more than 25% in the last year saw major improvements in employee output.

    April 8