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
  • Dusti Browning is the chief operating officer at Conduit Health Partners.

    November 1
  • Eric Boughner is the chairman of BNY Pennsylvania and regional president of BNY Wealth.

    He oversees all client, employee and community activities in Pennsylvania and leads BNY Wealth across the Midwest. He has worked across the financial service industry and joined BNY in 2008 as a portfolio manager in the in the private equity group.

    November 1
    Eric Boughner.jpg
  • The company disclosed the potential for legal action 'in the near-term' by the bureau in a recent earnings disclosure.

    November 1
    A Meta Store Ahead Of Earnings Figures
  • The payment company is connecting installment lenders with borrowers who may be looking for a product instead of a specific company.

    November 1
    Marqeta building
  • Lewis Rinaudo Cohen is the co-chair of the digital assets and emerging technology practice group at Cahill Gordon & Reindel LLP, known as CahillNXT, which focuses on the use of blockchain, crypto assets and tokenization across all aspects of capital markets and all areas of economic activity. Lewis is a frequent public speaker on the topic of blockchain and the financial markets, and has been included for many years as a "Band 1" practitioner by leading independent firm Chambers and Partners USA.

    November 1
  • Jason Rozovsky is head of legal at Interop Labs, the initial developer of the Axelar network, the Web3 interoperability platform. Jason has worked in the blockchain space for nearly a decade, having previously been global legal lead for blockchain at Accenture and assistant general counsel at R3, an enterprise blockchain company.

    November 1
  • U.S. Bancorp is splitting its payment services business in half; Flagstar Financial continues to fill out its leadership with an eye toward tech and risk management; First Horizon authorized an additional $350 million in stock buybacks for its $1 billion share repurchase plan; and more in this week's banking news roundup.

    November 1
    U.S. Bank
  • The agency said VyStar customers took on fees and credit report demerits because they could not access banking functions for months following an attempted upgrade.

    November 1
    VyStar Credit Union sign above the entrance of their building with a decorative clock, downtown Jacksonville.
  • HomeStreet and FirstSun are working to devise a new formula after the Texas Department of Banking and the Federal Reserve declined to approve their merger application.

    November 1
    HomeStreet Branch.jpg
  • The Home Loan banks have been a stable source of community bank funding for generations. An unnecessary regulatory crackdown now puts that reliability in question.

    November 1