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
  • New York Department of Financial Services' guidance advising banks and insurers to avoid doing business with the NRA was ruled as likely to be unconstitutional by the Supreme Court. Why is it still on the department's website?

    June 21
    Brian Knight
    Mercatus Center at George Mason University
  • The Honolulu bank is raising $165 million through depositary shares, a move that two observers said would help boost its below-average leverage ratio.

    June 20
    Bank of Hawaii signage is displayed outside of a branch in Honolulu.
  • A federal judge granted a preliminary injunction sought by industry groups that sued to block a Colorado law. The law, which would cap interest rates on consumer loans, targets partnerships between fintechs and out-of-state banks.

    June 20
    Denver skyline against a background of mountains
  • M&A

    PeoplesBank and Cornerstone Bank entered into an agreement to combine their holding companies in a deal slated to close early in 2025. The banks would continue to operate separately.

    June 20
    massachusetts flag
  • The Federal Housing Finance Agency wants feedback on how the Federal Home Loan banks can improve their affordable housing programs, including efficiencies in the application process.

    June 20
    FHFA seal
  • "We're in an era of instant gratification, where we're not compared to other financial institutions, but rather to companies like Amazon, Apple, Google and Facebook," says Chief Technology Officer Sandeep Uthra.

    June 20
    OneAZ Credit Union
  • N Shashidhar is an accomplished VP and Global Platform Head of AssistEdge with an illustrious tenure spanning more than 25 years in the software industry. Not only is he a founding member of EdgeVerve, but he also had the distinction of being a part of the vanguard team that conceptualized and established EdgeVerve as a dynamic product subsidiary of Infosys. Shashidhar's diverse experience in product and platform domains is unparalleled. Throughout his career at Infosys, he has donned various influential roles gracefully, showcasing his expertise across Technology, Client Engagement, and Functional Leadership sectors. Passionate about Strategy and Business Transformation, Shashidhar has left indelible footprints in the sands of business architecture. His remarkable contribution in transforming the Engineering Business and, later, during the nascent stages of Infosys's Products & Platforms business speaks volumes of his strategic acumen and leadership skills. As the Head of Strategy and Operations for the Edge Portfolio, he was at the helm of transforming EdgeVerve. His relentless pursuit of refining the EdgeVerve portfolio strategy has been pivotal in the organization's evolution. Academically brilliant, Shashidhar was bestowed with the University Gold Medal in Engineering. He also holds an MBA from the prestigious Indian Institute of Management, Bangalore. In the realm of software and business transformation, Shashidhar's journey and achievements stand as a beacon of inspiration and a testament to his prowess.

    June 20
    N Shashidhar headshot
  • The regulator's education arm compared consumers' reactions to financial information after being told it was generated by AI versus a human.

    June 20
    Sign outside offic eof Financial Industry Regulatory Authority