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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Brett is a senior principal at Oliver Wyman's Chicago Actuarial Property and Casualty Practice. With a focus on innovation, he leverages predictive analytics to support growth, profitability, and transformative product design for P&C insurers. With more than two decades of experience in the P&C insurance industry, Brett advises insurance carriers on product design, pricing, and underwriting strategy, helping them respond to evolving risk profiles and changing customer expectations. His work spans personal and commercial lines, where he partners with clients to develop customer-centric products, optimize pricing frameworks, and enhance underwriting scorecards to improve risk selection and competitive positioning.
March 30 -

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It may seem tempting to make use of advertising that plays up the negative aspects of your competition, or tries to set your organization apart from a less-than-appealing stereotype, but such messaging rarely lands well with consumers.
March 30
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A section of Trump's executive order on mortgage credit called for eliminating requirements for loan officer registration, a process industry experts say has never been considered a burden.
March 30 -
A near-collapse of the global software vulnerability database exposed critical weaknesses that could leave banks unable to track cyber threats.
March 30 -
Two former members of the Federal Open Market Committee said in interviews that they expect the Federal Reserve to keep rates steady amid uncertainty over the ongoing war with Iran and the resulting upward pressure on inflation.
March 27 -
Steve Powell is a veteran executive in specialty and complex claims. His leadership spans global operations, forensic engineering, fire investigation, environmental and construction consulting, managed repair, catastrophe response, and property and casualty claims. He is a claims executive, and author of The Lighthouse Keeper, and is known for transforming claims operations into strategic assets, he advises insurers, TPAs, and global risk stakeholders on severity management, global claims strategy, and the future of the built environment.
March 27 -
Tara Popernik, CFA, CFP, is EVP and head of wealth planning at LPL Financial. Most recently, she served as senior vice president of the wealth strategies team at Bernstein Private Wealth, where she spent 21 years in various leadership roles.
March 27 -
Goldman Sachs Chief Legal Officer Kathryn Ruemmler received an 11% pay hike last year, bringing her total compensation to $25 million; U.S. Bank promoted Toby Clements to chief operations officer; Klarna is expanding its forward-flow and whole-loan sale deal with Elliot Investment Management to $2 billion; and more in this week's banking news roundup.
March 27 -
Carter Bankshares in Martinsville, Va., sold more than $200 million of loans made to companies controlled by Sen. Jim Justice and his family, closing out a once close relationship that later descended into rancor and litigation.
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