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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A sizable increase to the current $10,000 limit on SALT write-offs would represent a major victory for a crucial group of swing-district House Republicans.
April 2
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Elon Musk's X is urging the justices to shield companies from being forced to disclose sensitive user financial data under "suspicionless" subpoenas.
April 2
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Lawmakers have a short window of time in which they can use the Congressional Review Act to nullify the Consumer Financial Protection Bureau's misguided rule striking medical debt from credit reports.
April 2
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The industry was already spending billions to automate before 2020. What it needed was a cultural shift to try new things.
April 2
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Offices, apartment buildings and retail locations in Los Angeles face a tangle of difficulties as the smoke clears from January's wildfires. High on the list is inadequate insurance, a common problem in California.
April 2
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Frank Pennachio is the co-founder of Gaffney Hill Consulting and author of The Silent Danger
April 1
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Jenn Graham is the Founder and CEO of
Inclusivv , dedicated to helping organizations transform from a culture of monologue to a culture of dialogue. By providing facilitator training and structured peer-to-peer conversations, Inclusivv helps leaders harness the power of conversation to shape environments where respect, trust, and creativity flourish. Since founding Inclusivv, Jenn has built a digital platform, a content library of over 50 topics, and a variety of trainings that have enabled tens of thousands of people to gather for conversations around the world – both in person and online on the most important issues of our time.April 1
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House Republicans, led by House Financial Services Committee Chairman French Hill, R-Ark., outlined their priorities for the Trump administration's banking agenda in a series of letters to key regulators.
April 1
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Bradley Niedzielski is an audit and assurance partner at
Deloitte & Touche LLP based in Deloitte's New York office who has served a variety of complex global financial services clients across both the public and private sectors for over 20 years.April 1
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Brandon Chandler is an audit and assurance partner at
Deloitte & Touche LLP . As the leader within the accounting advisory & transformation services practice in Atlanta/Birmingham, he oversees all aspects of the Atlanta/Birmingham AATS practice including quality, innovation, growth and talent strategies.April 1
