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
  • President Donald Trump and the first lady released their own cryptocurrencies. Experts compare them to Beanie Babies and dogecoin.

    January 27
    Trump sworn in
  • Once a helpful tool for law enforcement, CTRs have become next to useless in the fight against money laundering. It's time to retire them in favor of more modern and effective measures.

    January 27
  • Bank of Montreal dismissed a managing director on its US mortgage-backed bond desk in connection with a regulatory probe into misleading marketing practices.

    January 27
    Bank of Montreal signage is displayed outside a branch in Vancouver.
  • Biometric payment terminals were on full display at the National Retail Federation's Big Show in New York. American Banker's Joey Pizzolato tried terminals from Ingenico and JPMorgan Payments. What he found might surprise you.

    January 27
    Ingenico Biometric Payment Terminal Top.jpg
  • Banks and credit unions also extended financial relief to Californians affected by the fires, which have killed 28 people and burned thousands of homes.

    January 27
    Aftermath Of Los Angeles Fires As Some Residents Allowed To Return Home
  • With over a decade of experience in IT, digital transformation and program management, Kristy Lovegrove currently leads as Group Head of Technology at Pro Global, a role she has held since December 2020. Her expertise spans cloud-based project delivery, hybrid cloud transformations, FCA-compliant rollouts, and advanced data solutions including robotic process automation and full application transformation. 

    January 25
    Headshot of Kristy Lovegrove
  • Alex Astengo is UK country manager for Root and has significant experience working for SaaS platform-based businesses, which offer solutions to insurers, MGAs and brokers. In his role at Root, Alex is developing Root's UK presence with the aim of becoming the go-to platform for insurance businesses intent on growing their digital offering.

    January 25
    Headshot of Alex Astengo.
  • The Senate Banking Committee and House Oversight Committee will hold hearings next week on banks dropping customers, an issue that has gained currency from crypto enthusiasts in recent months.

    January 24
    Sen. Tim Scott, R-S.C.
  • Mazi Bahadori is the chief operations officer at Altruist.

    A seasoned veteran in financial technology, he previously served as the CCO and director of operations for Aspiration. Prior to this, he worked for PIMCO as VP of Legal and Compliance, for Morgan Stanley as a financial advisor and for Goldman Sachs as a government affairs associate.

    January 24
    Mazi Bahadori of Altruist