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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Patterson, general counsel for Wells Fargo, joined the bank in 2020 and works to improve the bank's risk and control standards.
September 24
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Richard oversees a budget of $1.1 billion and manages a team of 5,000 employees globally at U.S. Bank.
September 24
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In 2023, Castilla launched Roger, a digital bank for unbanked members of the military. One year later, Roger has opened deposit accounts for about 1,000 service members and their families.
September 24
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Chayt started at Cincinnati-based Fifth Third as director of wholesale payments in 2016, after almost 19 years at Comerica leading its treasury management and business deposit services.
September 24
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Erdoes, CEO of asset and wealth management, leads more than 30,000 employees with 15 direct reports and helps manage the bank's $5.4 trillion in client assets.
September 24
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By the end of 2023, Fidelity served 43.2 million workplace participant accounts, 38.7 million retail accounts and 8.7 million wealth management firm accounts using its clearing and custody platform.
September 24
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Duckett, president and CEO at TIAA, regularly calls attention to the fact that more than 40% of Americans don't have enough savings to retire, and the percentage is even worse for women and minority groups.
September 24
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In January, Johnson launched the Franklin Bitcoin ETF, which seeks to reflect the performance of the price of bitcoin.
September 24
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With the November acquisition of Adenza, a risk management and regulatory reporting software provider, Nasdaq continued the fintech expansion that Friedman has championed since she took the CEO job in 2017.
September 24
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Hung joined State Street Global Advisors in December 2022, following a 12 year stint at New York Life Investments, including 7 1/2 years as its CEO.
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