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
  • Employers added fewer workers than anticipated last month, but upward revisions to previous estimates drove down the jobless rate. The report gives no clear directive to the Federal Reserve, which put rate cuts on hold last month.

    February 7
    Federal-Reserve-building-Bloomberg
  • Payment records are off-limits to all Elon Musk-affiliated "special government employees" except for Tom Krause and Marko Elez, and they are restricted to read-only access.

    February 7
  • More state legislatures are exploring how to regulate earned wage access products, and interest rate caps are central to that discussion. New York state's pending legislation is taking a novel approach.

    February 7
    New York Capitol, Albany
  • Until last month, Altadena was a flourishing melting pot. Now, with thousands of houses burned and no functioning banks, residents wonder if it will ever be the same.

    February 7
  • Gregg Golson CPCU, ACS, AIC, AIM, AINS, AIS, API, CSM is a speaker, consultant, and strategy coach. He has 25+ years in claims leadership, marketing, and strategic planning in the insurance industry. At J.S. Held, he helped create over 1,700 sessions for 135,000+ attendees while leading verbal thought leadership. Gregg has handled over 12,000 claims, been on 39 tours of catastrophe duty, and handled over 275 large losses in 13 states. He is a frequent speaker at national events on soft skills, resilience, and adaptability. He is currently the Lead Strategist at UP2Now LLC.

    February 6
    Headshot of Gregg Golson.
  • President Donald Trump huddled with Republican lawmakers on Thursday and discussed ending some of the biggest tax provisions that impact Wall Street.

    February 6
    Trump sworn in
  • The Federal Reserve is no longer exploring the idea of creating a new liability for interbank settlements. Instead, it is looking for ways to improve existing systems.

    February 6
    Christopher Waller
  • Nic Johnson is the founder of ListWise.

    Previously he spent 17 years at PIMCO, where he managed over $30 billion in commodity and real estate portfolios. He is the coauthor of "Intelligent Commodity Indexing," published by McGraw-Hill. Prior to entering financial services, he was a research fellow at NASA's Jet Propulsion Laboratory, where he researched new methods for autonomous navigation for future Mars missions.

    February 6
    Nic Johnson
  • Lei Zhang is the founder and has served as the chief executive officer and chairman of the board of Cheche Group (NASDAQ: CCG). Before that, he served as chief executive officer of CloudPower Technology Co., Ltd. from 2010 to 2014. He was a senior manager in the global technology service department at Huawei Technologies Co., Ltd. from 2001 to 2006. Zhang received a bachelor's degree in computer science and technology from Wuhan University of Technology in 2001.

    February 6
  • TD and Bankwell are among those hiring people who know how to implement and scale artificial intelligence among many use cases.

    February 6