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
  • Dr. Becca Baaske is an Assistant Professor of Accounting in the Sykes College of Business at the University of Tampa. She brings practical experience from both public accounting, having worked as an auditor at PwC Chicago, and corporate accounting, where she served as staff at the former John Marshall Law School. Her research primarily contributes to the auditing and accounting information systems (AIS) judgment and decision-making literature, with a focus on experimental methodology. Specifically, much of her work examines how auditors may overlook risks or audit issues due to insufficient skill sets related to data or limitations in skeptical cognitive processing. Additionally, she contributes to the accounting education literature, exploring topics such as motivation, learning, and initiatives aimed at strengthening the accounting pipeline. She has published in academic journals such as Auditing: A Journal of Practice & TheoryJournal of Information Systems, and Accounting Horizons

    June 11
    Baaske
  • The government measure of inflation for May ticked up modestly, adding to the signals that the Federal Reserve is unlikely to move on interest rates when it meets next month.

    June 11
    A Grocery Store As U.S. Inflation-Adjusted Consumer Spending Unexpectedly Rose In March
  • The HUMPS Act, pending in Congress, would take necessary steps to begin putting some guardrails around regulators' assessment of the quality of banks' "management."

    June 11
  • The Trump administration's plan to fire 90% of the staff at the Consumer Financial Protection Bureau has raised constitutional questions about whether courts can decide whether a president is taking "care that the Laws be faithfully executed."

    June 11
    Trump sworn in
  • The JPMorgan Chase CEO also sounded off on regulatory requirements, expressing optimism that capital rules will be scaled back.

    June 10
    Jamie Dimon, JPMorgan Chase
  • Shelia Bair, who chaired the Federal Deposit Insurance Corp. from 2006 to 2011, said that while post-crisis reforms may have overregulated banks, the current deregulatory swing could undermine important protections and lead to another banking crisis.

    June 10
    Sheila Bair 2023
  • Sen. John Thune, R-S.D., filed for cloture and filled the amendment tree on the stablecoin bill, effectively closing the path for the credit card legislation offered by Sens. Dick Durbin, D-Ill., and Roger Marshall, R-Kan., that would address credit card swipe fees.

    June 10
    thune-john.jpg
  • Cara Petersen, the Consumer Financial Protection Bureau's top enforcement official, said the Trump administration has "no intention to enforce the law in any meaningful way."

    June 10
    CFPB
  • Regulators' decision to lift a seven-year-old cap on the size of the megabank's balance sheet will produce benefits over the long haul, but it won't result in any sudden gains, according to CFO Michael Santomassimo.

    June 10
    Wells Fargo-Bloomberg.jpg
  • Colin McNamara is a reporter for National Mortgage News. He recently graduated with a bachelor's degree in journalism and minor in general business from the University of Maryland, where he covered politics at Capital News Service and college sports as the managing editor of Testudo Times. He interned or freelanced for a variety of other publications, including The Baltimore Sun.

    June 10