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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Travis Willard is chief product and technology officer at the
Institute of Management Accountants , where he leads the organization's global product, technology, and innovation strategy. He joined the IMA as senior vice president of product and innovation, where he led the successful launch of IMA's B2B platform and laid the foundation for the organization's broader digital transformation.September 10
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Jin Chang is the CEO and Co-founder of
Fieldguide , the leading purpose-built, professional-grade agentic AI platform for audit and advisory firms. A former Big Four practitioner, Jin spent years in the field wrestling with outdated tools and manual workflows - experiences that inspired him to return to the profession as a founder and build the platform he wished he had. Under Jin's leadership, Fieldguide has become the trusted AI partner to nearly half of the top 100 CPA firms, helping firms unlock new capacity, improve quality, and elevate the work of practitioners. Jin's work has been recognized by Accounting Today's Top 100 Most Influential People and CPA Practice Advisor's 20 Under 40 list. Jin speaks regularly on AI, audit innovation, and professional services transformation, bringing a grounded, team-first perspective shaped by his background as a CPA, technologist, and first-generation founder.September 10
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A recent court ruling found that the Federal Reserve had grossly overstepped in its implementation of the Durbin Amendment. The resulting changes to interchange fees will dramatically shift the debit card landscape.
September 10
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For the first time, this list of banking's rising stars aged 40 and younger is presented in ranked order, highlighting the depth and performance of the industry's top talent.
September 10
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Ferris joined SMBC Nikko Securities America after leading CLO Primary at JPMorganChase.
September 10
