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
  • Liz Reimer is the chief human resource officer at Premise Health.

    July 30
  • Asier Achutegui is the senior manager at the Microinsurance Network. With more than 15 years of experience in development, Achutegui previously worked in the evaluation, development and design of social inclusion public policy in Latin America and the Caribbean. He has experience in searching for development solutions globally and has worked in budgeting for projects aimed at improving the quality of life for the most vulnerable. In his current role, he is responsible for fundraising, coordinates key events and manages relationships with members from Europe.

    July 30
    Headshot of Asier Achutegui.
  • The Hammond, Louisiana, company, which announced changes to its business strategy, cut 71 jobs and reduced its dividend to 8 cents per share.

    July 30
    FGB HQ.jpg
  • Instances of check fraud have ballooned in recent years, plaguing banks, and they don't seem to be slowing down. Probably the best thing regulators can do to combat that fraud is to develop an equally inexpensive alternative that is more secure, and FedNow might be that service.

    July 30
    John Heltman
    American Banker
  • The Federal Deposit Insurance Corp. issued proposals Tuesday that would reverse Trump-era rules on brokered deposits and tighten the agency's guidelines for approving applications to incorporate new industrial loan companies.

    July 30
    Martin Gruenberg
  • M&A

    The $330 million transaction announced late Monday would give the Jasper-based company a foothold in fast-growing Columbus, as well as in Cincinnati.

    July 30
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  • Tommy Nicholas is the co-founder and CEO of the identity risk management company Alloy. He is on X at @tommyrva.

    July 30
  • Rishi Bharathan is CEO of Indyfin Powered by WiserAdvisor, enabling financial advisors to gather client feedback, ratings and reviews in a 100% compliant way.

    With over 25 years in lead generation, digital marketing and information technology, his team has helped financial advisors and enterprise RIAs organically grow their businesses through qualified investor referrals worth over $15 billion in AUM annually. He has led WiserAdvisor through several acquisitions, including the recent acquisition of IndyFin.

    July 30
    Rishi Bharathan WiserAdvisor
  • Election speculation about policy change at Fannie Mae has boosted its stock slightly this year. It's also profitable, but there's much more to consider.

    July 30
    Fannie Mae home web page
  • Changes to the regulatory regime surrounding the Federal Home Loan banks should be carefully calibrated so as to do no damage to their successful support for housing and the provision of liquidity to members.

    July 30