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
  • M&A

    Financial advisers have been retained to find a buyer for the Saint Paul-based lender, people familiar with the matter said. The sale of the bank has been a sore point for about five years.

    November 12
    St. Paul
  • This year, 90 banks made American Banker's 12th annual Best Banks to Work For ranking. The leaders of these institutions share how they keep their employees happy.

    November 12
  • Homeowners across the nation could realize savings from as little as $20 per year to having their bill wiped out entirely.

    November 12
    property-tax-notice-adobe.jpg
  • As Lifesum's Workplace Well-being Director, Wesleigh is dedicated to expanding partnerships and scaling Lifesum's corporate wellbeing solution, Lifesum for Work.

    Wesleigh brings extensive experience from the health and wellbeing industry. She has contributed to Amazon Alexa's Health and Wellness team, led customer success and channel sales for a workplace mental wellbeing solution, spent many years focused on fitness-industry advertising sales, and scaled Twitter's internal wellbeing program.

    Passionate about increasing access to wellbeing practices for underserved younger generations, she serves as Board Chair for the Los Angeles chapter of Girls on the Run, a US-based nonprofit organization.

    November 11
  • Foiled in a bid to acquire a controlling stake in the New York-based bank earlier this year, Dream Chasers is asking investors to elect two of its members as directors.

    November 11
    Carver Federal Savings Bank, New York
  • Mykhailo Iakovenko is the CEO and co-founder of Canonical Labs. He has extensive experience leading fraud prevention and mitigation strategies at leading financial technology companies. With a deep understanding of the evolving landscape of financial fraud, Mykhailo is dedicated to developing innovative solutions to protect the financial ecosystem.

    November 11
  • The Biden administration's executive order on AI may be canceled and replaced with less restrictive policy, but banks will still need to proceed with caution, experts say.

    November 11
  • Credit unions don't enjoy an unfair advantage. What they do is reinvest in their members and their communities in a way banks often do not.

    November 11
  • Charlie Sidoti, Executive Director, InnSure

    November 11
  • U.S. military veterans and active duty personnel have four mortgage industry participants looking to enhance their ability to take advantage of their benefits.

    November 11
    solider holding key in front of house