In|Vest 2018 Direct

Brooke DeWyze is the Chief Development Officer for PCF Insurance Services. She is responsible for driving M&A strategy, forging industry partnerships, enabling acquisition growth, and cultivating relationships with prospective agencies and key stakeholders. Brooke also leads due diligence processes.

In the U.S. and around the world, women still face many barriers to financial inclusion, and workplace practices that make it more challenging for them to build wealth. It doesn't have to be that way.

Credit unions worked with California lawmakers to reshape proposed changes to the fees. An upcoming rule from the Consumer Financial Protection Bureau raises uncertainty.

In "Money and Promises," Paolo Zannoni, the historian, banker and executive deputy chairman of Prada, tells the tale of instances in which banks teamed up with governments to create financial instruments. Early bank innovations transformed debt into bank money, allowing cities and nations to thrive.

Merchants and card networks have battled over interchange rates for years. How will the next president change the fight?

Casey Jorgensen is the head of the Dynasty Institute for Adaptive Leadership (DIAL) at Dynasty Financial Partners, where she helps leading wealth management firms improve efficiency, growth and margins.

She played a key role in expanding DIAL's programs and the Dynasty Women's Network. Previously, she was a business development strategist at Raymond James, focusing on advisor coaching and succession planning. Her insights have also appeared in Barron's and AdvisorHub, and she's a frequent speaker at industry events. She is also active in her community and holds a BA in business administration, CFP, whole family advisor associate and registered corporate coach designations.

Bharat Masrani, who's been at the Toronto-based bank's helm for a decade, will be succeeded by fellow TD executive Raymond Chun. One big question now is whether an insider or outsider would be better positioned to navigate the company through its AML troubles.

Racquel Oden, HSBC's head of wealth and personal banking in the U.S., talks about how to guide clients through a year of political and economic upheaval.

Though it has yet to result in any new voters being added to the rolls, SBA is seeking to expand an initiative that has drawn the ire of congressional Republicans, who fear the effort is aimed at boosting Democratic votes.

Einat Steklov is the CEO and co-founder of Kashable.