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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Guy Baker, CFP, Ph.D., is the founder of Wealth Teams Alliance in Irvine, California.
He is a member of the Forbes 250 Top Financial Security Professionals list and is author of "Maximize the RedZone," a guide for business owners, as well as "The Great Wealth Erosion," "Manage Markets, Not Stocks" and "Investment Alchemy." He received the 2019 John Newton Russell Memorial Award for lifetime achievement in insurance.
April 8
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BlackRock veteran Mark Wiedman is taking the torch as president at PNC. The seeming successor to longtime CEO Bill Demchak will be tasked with helping the bank evolve.
April 8
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Bill Pulte, making the announcement as chairman of Fannie Mae, did not provide additional details following earlier rumors of larger layoffs.
April 8
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The second-largest U.S. bank is pushing generative artificial intelligence out to most employees while continuing to offer its more traditional AI-based Erica virtual assistant to customers, says tech executive Hari Gopalkrishnan.
April 8
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As more states adopt digital identity, there is an opportunity for banks to improve authentication.
April 8
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As President Donald Trump's tariffs whipsaw bank shares and threaten recession, the House Financial Services Committee chairman told a large room of bankers that efforts like repealing the small business data collection rule and passing legislation to Congressionally appropriate the Consumer Financial Protection Bureau are among his priorities.
April 8
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The rebate, which would be geared toward boosting U.S. manufacturers, would be issued at the end of the year to offset the effects of retaliatory tariffs.
April 8
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Federal Reserve officials want to see how exactly new trade policies impact the U.S. economy before adjusting interest rates. Markets and monetarists have different ideas about what that might look like.
April 8
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President Donald Trump rejected a European Union proposal to drop tariffs on all bilateral trade in industrial goods with the U.S.
April 8
