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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Merrill Wealth Management added a record 37,500 net new clients in 2023, up nearly 50% from 2022, and added $38 billion AUM from clients in 2023, nearly five times its AUM increase in 2022.
September 24
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Portney leads the bank's largest business unit, asset servicing. The group's assets under custody and administration neared $50 trillion in the second quarter, setting a record for BNY and the financial industry.
September 24
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In her daily duties at BNY, Smits, who is originally from the Netherlands and now based in Britain, leads the bank's seven investment firms which have a combined $2 trillion in assets.
September 24
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Milrod has led the bank's foray into digital finance and its efforts to become more product-driven.
September 24
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Martin manages NYSE's five equity exchanges — NYSE, NYSE Arca, NYSE American, NYSE National and NYSE Chicago — plus its two options exchanges, NYSE Arca Options and NYSE American Options.
September 24
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As managing partner at Edward Jones, Pennington's in charge of 8 million clients, more than 19,500 financial advisors and $2.1 trillion assets under management.
September 24
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Knox leads more than 4,500 professionals at Bank of America Private Bank, which generates $3.6 billion in annual revenue and has $640 billion in client balances from high-net-worth individuals, families and institutions.
September 24
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Yeshaya leads a team of 3,600 employees managing the financial resources of a firm that has swelled to $1.2 trillion in assets following landmark growth in wealth management.
September 24
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Under McShane's guidance, Wells Fargo became No. 1 in real estate investment banking for the first time, achieving a market share of 15.2%.
September 24
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As global head of advisory, Aiyengar directs M&A and also leads the corporate advisory and sustainable solutions and director advisory services lines of business.
September 24
