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
  • Block last week cut 40% of its staff and attributed the layoffs to artificial intelligence, leaving many to wonder whether Jack Dorsey's payments company was a bellwether for widespread AI-driven layoffs, or a one-off.

    March 2
    Jack Dorsey
  • Think your credit union has one of the best workplaces in the country? Here's how to apply for American Banker's ranking of the Best Credit Unions to Work For.

    March 2
  • Evan Falchuk is the founder and CEO of Family First, Inc., which provides tech-enabled expert caregiving advocacy as an insurance and employee benefit. Evan is formerly the President of Best Doctors, Inc., the pioneers of tech-enabled expert medical opinion as an insurance and employee benefit.

    March 2
    Headshot of Evan Falchuk.
  • Jeffery Williams is a managing director and insurance industry advisor at Microsoft, focused on AI‑driven transformation across insurance and employee benefits. He leads Microsoft's LTCI strategy, helping insurers and partners reimagine caregiving, risk management, and long‑term care through technology.

    March 2
    Headshot of Jeffrey Williams of Microsoft.
  • The Iran conflict is more likely to have an indirect effect on banks, one that may take years to show up as the ramifications filter through the economy

    March 2
    Paul Vigna
    American Banker
  • March 2
  • Travis Topp, managing director at Stout, advises public and private companies on complex accounting and financial reporting matters, including capital transactions, IPOs, M&A, revenue recognition and new accounting standards. He founded Topp Advisory in 2021, where he built a practice focused on IPO readiness, SEC reporting and strategic transactions across industries such as technology, SaaS, consumer products, retail, and manufacturing. Previously, he held leadership roles at CNM LLP and KPMG, specializing in accounting and transaction advisory.

    March 2
    Travis Topp of Stout
  • Fintech lenders are positioned to help businesses navigate the latest round of global tariffs announced by President Trump, even as the volatility causes overall decreases in loans.

    March 2
    A man with short dark hair gestures while speaking on stage with a purple grid background, wearing a black zip-up hoodie over a white t-shirt.
  • The responsible gathering of data on consumers is intrinsic to the verification tools that keep everyone safe from identity theft and other forms of fraud. Blanket attacks on "data brokers" will harm consumers, not help them.

    March 2