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
  • The bank backed off its ban on lending to companies that make assault-style guns used for non-military purposes. Instead, the firm will now make such decisions on a case-by-case basis with senior risk officers.

    May 31
    Bank Of America Branches Ahead Of Earnings Figures
  • The rise of ecommerce and vertical software-as-a-service platforms are prime opportunities for large banks to sell payment processing, card issuance and other banking capabilities.

    May 31
    Bridgit Chayt, head of commercial payments and treasury management at Fifth Third, at left. Tom Bianco, general manager of Newline by Fifth Third, at right.
  • Ori Faran is co-founder and CEO of Callvu. After serving as an engineer and professional services manager at Cosmocom and Enghouse Interactive, he founded Callvu in 2012 to help companies build easy-to-use digital experiences that automate customer service through seamless self-serve and agent-led interactions.

    May 31
    Headshot of Ori Faran.
  • Atlanta Postal Credit Union's bid to acquire Affinity Bank marked the 11th deal overall this year involving a credit union buying a bank, matching the total for all of 2023. Separately, members voted against the merger of two credit unions in Indiana.

    May 31
    Atlanta, Georgia, USA Skyline Aerial Panorama
  • Retailers like Walmart, Target and Dollar General are changing the ways they collect payments in person. This, in turn, could influence payment habits, but it is unlikely to slow the overall momentum of digital transactions.

    Walmart self-checkout screen and card reader
  • A former Consumer Financial Protection Bureau senior counsel argues that the agency needs to renew its focus on institution-building, in order to create a stable foundation on which the financial services industry, as well as its own employees, can rely.

    May 31
  • The announcement comes after weeks of criticism from the bureau's director over fees including title insurance and credit scores.

    May 30
    CFPB Director Rohit Chopra
  • The beleaguered Los Angeles-based bank reported its strongest quarterly results in more than a year, but executives at its Canadian parent company cautioned that improvements may not be linear.

    May 30
    City National Bank
  • Lynn Gallin is the Vice President of Product Marketing at Rightworks, where she leads the strategy and execution of marketing initiatives to deliver innovative solutions for accounting professionals.  

    Prior to joining Rightworks, Lynn advised numerous leading companies on product strategy and managed extensive marketing research projects focused on branding, positioning, pricing, and communication effectiveness. She has over 20 years of experience in the B2B tech industry, including serving as Vice President of Corporate Partnership Marketing at Southern New Hampshire University in addition to marketing leadership positions at Skillsoft and Newforma. Lynn also successfully ran a market research consulting practice, advising high-tech companies like Microsoft, Yahoo!, and Autodesk.

    May 30
    Gallin
  • Cindy Dash is the senior vice president and general manager for Broadridge's Retirement and Workplace division.

    Prior to that she was the COO of Matrix, where she successfully led the integration into Broadridge. Prior to her role as COO of Matrix, Dash was general counsel for that firm for more than 10 years.

    May 30
    Cindy Dash Broadridge Retirement and Workplace