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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Under the Biden administration, a trio of regulatory agencies have teamed up to limit consumers' access to credit. The incoming administration should force them to stand down.
December 5
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Donald Felix, who spent a quarter century at some of the nation's largest banks, took the helm at Carver Bancorp last month. Felix is devising a plan to return the 76-year-old Black-managed company to profitability.
December 5 -
Andy Hamilton is the Co-Founder and CEO of When, an AI-powered offboarding platform and severance solution. He has previously co-founded two technology startups, both of which were acquired by public companies. During the Covid pandemic, experiencing a layoff first-hand motivated Andy to create a better off-boarding and post-employment solution for employers. In his personal life, Andy enjoys playing tennis, riding his Peloton, and reading.
December 4 -
Paul Atkins, a noted critic of the Consumer Financial Protection Bureau, will join the Financial Stability Oversight Council, where he will play a role in shaping housing policy.
December 4 -
President-elect Donald Trump is nominating Frank Bisignano, the chief executive officer of fintech and payments company Fiserv Inc., to be the commissioner of the Social Security Administration.
December 4





