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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The Illinois state legislature, as part of an agreement with retailers to raise state tax revenue, passed a budget bill that would bar the collection of interchange fees on sales taxes, excise taxes and tips for transactions that would be subject to Illinois sales taxes.
May 29 -
Beth Hammack, who stepped down as the bank's co-head of global finance earlier this year, will take the helm as President of the Federal Reserve Bank of Cleveland later this summer following the retirement of longtime President Loretta Mester.
May 29 -
Jess Vento is senior director of accounting at
LeaseCrunch , lease accounting software to help transition, account for and maintain leases in compliance with lease accounting standards ASC 842, GASB 87, GASB 96 and
IFRS 16.May 29 -
The Securities and Exchange Commission's overly broad expansion of the Dealer Rule is only the latest example of the agency's yearslong effort to stifle innovation in a vibrant and growing industry.
May 29
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The financial services industry has largely recovered from the negative shocks of the 2008 financial crisis. Still, the results from the most recent release of the Edelman Trust Barometer found that banks need to address a significant level of skepticism among consumers.
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Mike DeKock is founder and CEO ofMJD Advisors , a compliance company fighting the mindset that compliance is complicated by offering simple, exciting and straightforward solutions to complex challenges.May 28 -
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Early Warning, which operates the payment network, says the rate of reported fraud is less than a tenth of one percent. Yet stories of consumers who have fallen victim to scams and lost money as a result abound.
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Beth Haddock is chief legal officer for wealthtech leader AdvisorEngine and an independent board director and advisor for emerging tech leaders.
With over 25 years of experience leading the design and successful implementation of modern governance programs, she fosters a culture of risk ownership, partnership and creative problem-solving, repositioning governance and compliance as powerful business drivers. She is the author of "
Triple Bottom-line Compliance: How to Deliver Protection, Productivity and Impact " and is an active industry leader, serving as co-chair for the Web3 subcommittee of the Digital Tech Taskforce for the New York City Bar Association, the Regulatory Advisory Committee for the National Society of Compliance Professionals and on the Advisory Board forADVISE AI .May 28
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In a speech, the Federal Reserve governor said she would have liked to see the Federal Open Market Committee move more quickly to reduce its holdings. The central bank is poised to begin slowing the pace of balance sheet runoff this week.
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