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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  • Joanna Strober is founder and CEO of Midi Health.

    July 12
  • Olga Collins was appointed CEO of Worldwide Broker Network (WBN) in April 2021 after becoming their youngest ever board member when she joined in 2019. Under her leadership, WBN has grown to become the largest independent broker network in the world, with 150 members across 100 countries and a combined revenue of $14 billion. Olga has worked in global business for 25 years, is a member of the prestigious invitation-only C-Suite female network 'Chief' and recipient of multiple industry awards.

     

    July 12
    Headshot of Olga Collins, CEO of Worldwide Broker Network.
  • The megabank is working with the digital lending fintech Numerated to automate transferring and analyzing important financial data from borrowers.

    July 12
    Citi hires Frankel Bloomberg pickup for weekly roundup
  • First Internet Bank and Nbkc bank are among those exploring ways to automate the traditionally manual task of verifying business customers.

    July 12
    Anne Sharkey, chief risk officer of First Internet Bank, at left. Nbkc Bank at right.
  • Royal Bank of Canada reorganizes its executive leadership ranks; pending startup BankMiami gets approval from Florida's Office of Financial Regulation; Rize Credit Union's Julio Jimenez-Wenz joins Nevada Commission on Minority Affairs; and more.

    July 12
    An RBC ATM
  • Fizz offers a card that enables undergrads to slowly build a debt record based on healthy spending habits, providing an alternative as regulators pressure how financial services are marketed to that demographic.

    July 12
    CollegeFizzstory
  • Nick Tye is the founder and CEO of Carbon Underwriting. His leadership approach fosters a culture of collaboration and innovation, developing an environment where creativity thrives. Laser focused on merging technology and expertise to drive results, Nick's role at Carbon is the culmination of over two decades in insurance, marked by leveraging his actuarial background and commercial acumen to enhance every facet of the underwriting process. Nick's reputation as a market leader stems from his ability to manage the underwriting of highly profitable international portfolios, even in challenging territories. His holistic understanding of the industry's distribution chain ensures consistently above-average profitability. Beyond technical prowess, Nick's journey from actuarial science to CEO exemplifies the evolution of underwriting in our industry. His visionary leadership, coupled with a relentless pursuit of innovation, positions him as a transformative force in shaping the industry's future.

     

    July 12
    Headshot of Nick Tye, Carbon Underwriting.
  • After its planned sale to a larger competitor fell through, the renamed bank plans to expand into new markets, starting with St. Louis.

    July 12
    st. louis arch
  • With Americans suffering from high housing costs and declining supply, we cannot afford to watch a massive government-sponsored enterprise sit on billions in retained earnings.

    July 12
  • Two days after the megabank was hit with $136 million of fines, Citi executives said they aren't changing the company's full-year expense guidance. Citi has 30 days to submit a plan to regulators showing that the bank has allocated enough resources to achieve compliance in a timely and sustainable manner.

    July 12