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

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Al Kushner is a leading expert in Medicare and the author of the award-winning book "Virtual Medicare — 10 Costly Mistakes You Can't Afford to Make." He has worked closely with accountants, helping them guide their clients through the complexities of Medicare. Reach him at (888) 810-9725 or
media@virtualmedi.care .September 13 -
Darren Tedesco is co-founder and president of
Advisor360° , a leading provider of integrated technology for wealth management firms, where he is responsible for guiding the vision of the platform, technology strategy and company direction.He began his career at Commonwealth Financial Network in 1994, starting as a member of the finance team and transitioning to the company's technology department in 2000, where he became managing principal of innovation and strategy. He received his MBA from Bryant University and holds a B.S. from the University of Connecticut.
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Banks should embrace Kamala Harris' effort to drive sustainable, equitable economic growth. Doing so will open them up to underserved communities where they can build customer loyalty among a population primed for rapid development.
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Acting Comptroller of the Currency Michael Hsu's suggestion that regulators designate certain midsize regional banks as domestic systemically important banks could boost oversight but may also complicate the regulatory landscape, observers say.
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Executives at the super-regional bank told investors that years of investments are poised to start paying off in rising profits, but the market seemed skeptical about the company's plan forward.
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The Treasury Department's chief AI officer said artificial intelligence can relieve the burden of mind-numbing activities such as anomaly detection and can spur employees to think more creatively.
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The penalty by the Office of the Comptroller of the Currency is a major setback for the San Francisco bank, which was freed from a separate anti-money-laundering order in 2021. Its stock price fell sharply after the news broke.
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The South Carolina-based bank considers itself a buyer, but has put the 17 months since announcing its last acquisition to good use, reassessing multiple business lines and upgrading technology.
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