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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John Samuels is the founder and CEO of Wellworth, a national health care advisory firm based in New York.
With over two decades in senior health care leadership, he has expertise in health care operations, strategy and innovation. Previously, he held leadership roles at North Shore LIJ and Mount Sinai Beth Israel. He has been recognized for his community service, particularly during the COVID-19 pandemic, and was honored on the Forbes Next 1000 list in 2021.
December 9
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The unionization push by members of the bank's conduct management intake team has been hotly contested. If approved, it would represent a landmark in the effort to organize workers at the $1.9 trillion-asset bank.
December 9
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Customers of fintechs affected by Synapse's bankruptcy have been waiting since May for money they had in their accounts, and $65 million to $85 million still appears to be missing.
December 9
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The cash-and-stock bid for Enterprise Bancorp is expected to close in the second half of 2025. In connection with the deal, Independent plans to raise about $250 million in subordinated debt.
December 9
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The chairman of the Federal Reserve presided over the worst inflation in 40 years, generating public outrage that paved the way for Donald Trump's victory in last month's election.
December 9
K.H. Thomas Associates -
The Federal Reserve's interest-rate cut came too late in the third quarter for banks to capitalize on. Leaders say the fourth quarter will yield better growth.
December 9
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The first Asian American to join the National Credit Union Administration board, Otsuka has had a career highlighted by consumer advocacy, a focus on financial stability and support for underserved communities.
December 9
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The industry hopes that the bigger hurdles to bank mergers under President Biden will fade in the new administration. But populist opposition to consolidation in the tech sector could spill over into banking.
December 9
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Diane Bartoli is the SVP of EdAdvisory Services at Bright Horizons and a member of the Bright Horizons Executive Committee, overseeing branded offerings EdAssist and College Coach – which leverages a range of offerings, including tuition reimbursement, student loan repayment, financial college advising and more to help employers combat employee attrition and fill critical labor gaps, while enabling employees to realize their fullest potential.
December 8
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Germaine Cota, CPA, is senior vice president of finance & accounting at BILL.
December 6
