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
  • Economists at the government-sponsored enterprise have been lowering their single-family origination volume estimates for several months.

    July 15
    chart visualization
  • Federal Reserve Gov. Lisa Cook said risks, including geopolitical tensions, are tilted toward higher inflation in the near term.

    July 15
    Lisa Cook
  • The Buffalo-based company reported its first organic linked-quarter CRE loan growth since 2021, as well as a sharp increase in commercial-and-industrial lending activity.

    July 15
    M&T Bank Branches Ahead Of Earnings Figures
  • Brian Keller is vice president of AI and data science for LexisNexis Risk Solutions. In this role, Brian is responsible for driving AI strategy and execution for the insurance business, with a focus on workforce education, team enablement, and project execution that translates research and development into customer-facing capabilities.

    Brian joined LexisNexis Risk Solutions in 2022 as part of the acquisition of Flyreel, where he led the software engineering and AI teams. During his tenure, Brian has developed and deployed AI and computer vision solutions, including aerial imagery and ground-level interior and exterior analysis, as well as 3D scene reconstruction for claims and underwriting use cases. He has also led the development of generative AI capabilities, including transcription, summarization, question answering, and agentic automation.

    Brian holds a PhD in systems and industrial engineering and a master's degree in systems engineering from the University of Arizona, along with a bachelor's degree with majors in physics and business from the University of Mount Union.

    July 15
    Brian Keller LNRS Headshot.jpg
  • Coastal Financial, which has added Pliant as a client to support the German fintech's U.S. ambitions, says there's still a need for partners to ease compliance and automation.

    July 15
    Pliant Founders (1).PNG
  • Adam Barbera is the CEO and founder of Dost, a native-AI finance automation platform built for the way finance teams actually work. After years selling enterprise software to CFOs, he saw the same broken accounts payable processes repeated in every company he visited, and decided to fix it himself. He founded Dost in 2021 with two colleagues and closed a $7.8 million Series A in late 2025.

    July 15
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  • Russell Vought, the acting director of the Consumer Financial Protection Bureau, will testify Wednesday before the Housing Financial Services Committee, three weeks before his tenure as acting director ends.

    July 15
    Russell Vought
  • Stripe and Advent International have reportedly offered to buy PayPal for $60.50 per share, or $53 billion, a valuation that some think might be viewed as a "low-ball" offer.

    July 15
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  • As written, new capital standards for U.S. banks fail to account for the additional risk posed by many home loan clients who obtain second mortgages. Fixing the problem will significantly reduce the rule's benefit to banks.

    July 15
  • The order stops New York projects at the door. It does not reach the loans and bonds already financing the buildout.

    July 15
    New York Governor Kathy Hochul Makes Tax Relief Announcement