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
  • The Federal Reserve is attempting to achieve its own soft landing through quantitative tightening without creating a liquidity crunch for banks. Last year's bank failures could make the process more complicated.

    October 24
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  • The American Banker award ceremony, which celebrated 15 women honorees 40 years or younger nominated for having C-suite potential by an executive at their institutions, took place at The Glasshouse in New York City.

    October 24
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  • Molly Minnick, RN, BSN, is a Personal Health Advocate at Health Advocate specializing in supporting working caregivers with education, resources, and emotional support. She has previously worked with Penn Palliative Home Care, Eternally, and the Rosalyn Carter Institute for Caregivers, adding to her experience helping individuals navigate advanced care planning. Minnick earned her Bachelor of Science in Nursing from Villanova University and is currently pursuing certification as a Certified Dementia Practitioner and an Aging Life Care Manager. 

    October 23
  • Keri Robertson, D.O., is a Medical Director at Health Advocate and has more than 15 years of healthcare management experience with a strong track record of enhancing patient experiences and outcomes. Dr. Robertson trained and worked in Chicago as an emergency physician and held progressive leadership roles, which gave her insight into how a person's health is affected by their ability to navigate and advocate for themselves. At Health Advocate, she leads a team of Personal Health Advocate Nurses who educate, engage and advocate to help members take steps toward better health and well-being. 

    October 23
  • Industry groups and consumer advocates are joining forces in support of  proposed regulatory changes.

    October 23
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  • The new chair of the Basel Committee on Banking Supervision called for member nations to finish the job of implementing post-financial crisis regulations. He also warned them not to put economic goals over safety considerations.

    October 23
    Erik Thedeen
  • The card lender took full control of Swisscard from UBS; the Financial Conduct Authority is bringing installment lending regulations in line with other consumer financial products; and more payments news from around the world.

    October 23
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  • Consumer Financial Protection Bureau Director Rohit Chopra said opposition to the bureau's recently finalized open banking rule should be viewed as banks and other large firms attempting to quash competition and stymie consumer data protection.

    October 23
    Rohit Chopra
  • McKinsey published a report Wednesday that found banks' technology investments equate to the gross domestic product of Sweden. But this spending is not leading to revenue growth, they and others say. 

    October 23
  • Chase Tarkenton is the SVP and General Manager of boost.ai, North America. He's focused on partnership growth, helping insurance firms leverage AI technology in personalized customer experiences.

    October 23