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
  • Banks can and should play a key role in giving members of minority groups and other underserved communities the tools they need to navigate an increasingly complicated financial landscape.

    December 24
  • JPMorgan Chase, Wells Fargo, Bank of America, U.S. Bank and Citi had more than $1 billion in combined first-mortgage loans as of Sept. 30.

    December 24
    HSBC
  • Fintech lenders often get criticized for high rates or fees on their consumer lending. But there's an argument to be made that the alternatives are worse.

    December 24
  • Donovan Pyle is the CEO of Health Compass Consulting and the chairman of the Validation Institute's Certified Health Value Professional (CHVP) advisory board.

    December 23
  • Joe LaMantia III is a partner at L&F Distributors, a beer distribution company that services 35 counties throughout Texas and southeastern New Mexico, employing more than 1,200 people.

    December 23
  • Calvin Ayre is the founder of the Ayre Group, a venture capital firm focused on emerging technologies.

    December 23
  • The Federal Reserve will seek comment on the current stress-testing regime with an eye toward increasing transparency and reducing volatility. Modifications would not go into effect until at least 2026.

    December 23
    federal-reserve
  • Venkat Malladi is co-founder and CTO of Vymo, where he leads the development of next generation distribution management systems for financial institutions. Prior to founding Vymo, he was part of the Google Mobile team, where he developed multiple products based on location and maps.

    At Vymo, he oversees product, engineering and design teams. He is passionate about using mobile, data and design led technologies to help solve problems related to productivity, information access and decision making. He regularly shares insights and learnings on building enterprise-grade products with a focus on end-user experience. Outside of work, he enjoys reading, cooking, philosophy, and cricket. He can be reached at venkat@getvymo.com.

    December 23
    Venkat Malladi
  • The watchdog accuses Rocket Homes and The Mitchell Group brokerage of initiating a plan to generate origination business for Rocket Mortgage.

    December 23
    Rocket Mortgage Rocket Companies logo
  • The emerging industry could be worth as much as $480 billion in two years, and payments are central to that growth.

    December 23
    Amazon.com Inc.'s Twitch Livestreams Burberry Group Plc Fashion Show