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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Steve Johnson is the co-founder and head of product for
insured.io . He has over two decades of experience in the insurance industry, working in multiple development and underwriting roles with P&C lines insurance companies.February 19
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Zachary Decker is a master of accounting student at the
University of Northern Iowa and serves as a sergeant in the Iowa National Guard. He served as the president of the accounting clubs at the University of Northern Iowa and Des Moines Area Community College and held positions as Treasurer of the University of Northern Iowa's Veterans Association and Global Business Club. He recently accepted a position to start his accounting career at PwC in Austin, Texas.February 19
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Up from $26 million in 2023, Jane Fraser's compensation last year saw the largest increase so far among heads of big U.S. banks.
February 19
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Attila Toth is the founder and CEO of ZestyAI, a risk platform for property and casualty insurers. With over two decades of experience building high-growth businesses at the intersection of data and climate science, Attila has worked with insurers and regulators across the U.S. to scale AI adoption responsibly. Before founding ZestyAI, he held leadership roles at C3 AI and SunEdison and was a strategy advisor at McKinsey & Co.
February 19
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The Department of Government Efficiency says it has saved $55 billion in federal spending so far, but its website only accounts for $16.6 billion of that.
February 19
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Federal agencies need to speak with one voice when it comes to allowing legitimate crypto businesses full access to financial services.
February 19
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Steve Dean is the chief investment officer at Compound Planning, a $2.5 billion digital family office and tech-enabled RIA.
He leads the investment team, developing and overseeing the deployment of the public and private model portfolios. Dean has over 30 years of experience researching markets and implementing investment strategies for both institutional and wealth advisor clients. He began his career in the economic research department of the Federal Reserve before joining a large global quantitative equity manager, working with endowments, pension plans and fund providers.
February 19
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A federal district court in Texas has stayed an injunction that had prevented enforcement of the Corporate Transparency Act and its reporting requirement.
February 19
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Stephen Gannon is a partner in the financial services practice at Davis Wright Tremaine LLP.
February 19
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The executive appointments at the Consumer Financial Protection Bureau top the list of noteworthy moves by President Donald Trump to hit banks in recent days.
February 19
