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
  • Jay Titus is an established thought leader in corporate education strategy and workforce development. He is a trusted advisor to C-Suite level decision makers at Fortune 1000 organizations looking to transform their workforce and retain top talent through creative education benefit solutions. Jay has been featured in Forbes, HR Exec Online, Yahoo Education, and numerous other print and online mediums discussing topics around upskilling, reskilling, and strategic talent management.

    January 1
  • Jamie Dimon and Brian Moynihan are among the eight chief executives whose blunt, pithy or pugnacious turns of phrase made the year more colorful.

    January 1
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  • With Securities and Exchange Commission Chair Gary Gensler preparing to step down, the CEO of Unicoin, which is being sued by the agency, expresses hope for more acceptance of cryptocurrencies by the incoming Trump administration.

    January 1
  • Fast-growing innovation is sparking bullish sentiment following a boom-and-bust cycle of the past four years.

    January 1
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  • A number of banks mixed up their executive teams in the past year, as they shifted strategy, handled regulatory problems or planned for retirement.

    December 31
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  • Community banking highlights in 2024 included strong deposit growth at a Los Angeles-based digital-only bank, continued regulatory scrutiny of banking-as-a-service arrangements, along with a transformational deal in the Old Dominion.

    December 31
    Small business Christmas
  • A record 22 credit unions announced plans to acquire banks in 2024, though the year ended on a discordant note as regulatory concerns appear to have derailed a planned CU-bank deal in Georgia.

    December 31
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  • JPMorgan Chase opened a net 38 sites in the 12 months ended Sept. 30, bucking the branch-closing trend.

    December 31
    Bank of America - JPMorgan Chase - Wells Fargo
  • 2024 brought important issues front and center for bankers, ranging from the rise of artificial intelligence to the fall of banking-as-a-service.

    December 31
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  • Smadar Rinat, CPA, CFE, is a principal in the international and audit and accounting departments of Prager Metis CPAs, a member of Prager Metis International Group. She has over 25 years of experience in the accounting industry. She specializes in providing audit, review, compilation, and accounting services to clients in a wide range of industries, including media and entertainment, technology, not-for-profit, professional services, manufacturing and distribution, and real estate. She is also the leader of the firm's Israel group. In this role, she offers financial and business strategy consultancy to Israeli companies working in or looking to develop operations in the U.S., as well as domestic companies interested in expanding their businesses into Israel.

    December 31
    Smadar Rinat of Prager Metis CPAs