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
  • President Joe Biden's nominee to lead the Federal Deposit Insurance Corp. signaled openness to withdrawing and resubmitting the Basel III rule.

    July 11
    Christy Goldsmith Romero
  • Marcin Nowak is the founder of Decerto, a company specializing in providing software solutions for automating the work of insurance agents. A graduate of computer engineering and postgraduate MBA studies. Creator of the Higson software – a business rules engine. He has been associated with the insurance industry for over 20 years, specializing in automation, the impact of technology on the insurance sector, underwriting, and management. A proponent of the smart insurance technology concept.

    July 11
    Headshot of Marcin Nowak, founder of Decerto.
  • Positive signs on jobs and inflation help drive the 10-year Treasury yield lower, and lead investors to forecast a short-term rate cut sooner than later, Freddie Mac said.

    July 11
    Aerial Views Of Silicon Valley Housing And Tech Campuses
  • Nancy Germond, MA, ARM, AIC, ITP, SPHR, SHRM-SCP, is Executive Director, Risk Management and Education, for Big 'I' national.

    Nancy is a second-generation insurance professional and an accomplished risk and claims manager. As the Executive Director of Risk Management and Education at the Big I, Nancy has authored scores of risk-management related articles and presents to organizations like the Public Risk Manager Association (PRIMA), claims associations, and the Society for Human Resources. She is also the author of Workers' Compensation in Two Hours, a book geared toward small business owners and new insurance agents who want to learn more about this important coverage.

    Nancy graduated with honors from Mills College and earned her Master's in Sociology from Lincoln University. She holds the Associate in Risk Management designation, the Associate in Claims designation, and is a certified Insurance Training Professional. Nancy also holds the prestigious Senior Professional in Human Resources designations.

    July 11
    Nancy Germond
  • The American tech giant's agreement to open up to other firms may give other tech firms the chance they need to offer an updated mobile wallet.

    July 11
    apple-store-bl-010319.jpg
  • The banking industry is using the threat of lawsuits to push regulators toward a less stringent final rule on capital. Those in favor of tougher rules should fight fire with fire.

    July 11
  • The top five community banks have combined first mortgage loans of more than $2.8 billion as of March 31, 2024.

    July 11
  • A document from the Heritage Foundation, written by some of former President Donald Trump's top economic advisors, could have a large impact on bank oversight, should Trump win the presidential election this year.

    July 10
  • After the megabank was hit with $136 million in regulatory fines over its alleged failure to comply with 4-year-old consent orders, analysts assessed the likely fallout. "There is clearly frustration on the part of regulators," one analyst wrote.

    July 10
    Citigroup Ahead Of Earnings Figures
  • Doug Sabella is the CEO and co-founder of Payroll Integrations. Sabella co-founded Payroll Integrations in 2016 to simplify payroll and benefit processes for employers and advance employees' financial wellness. The company's technology introduces a direct, two-way connection between payroll systems and benefits providers (401k, HSA/FSA, etc.) to automate the process of onboarding employees, updating benefit plans and managing employer/employee contributions.

    July 10