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
  • Large U.S. banks have mostly staved off previous shareholder-backed efforts to ensure their CEOs also don't lead their boards. The issue will soon be put to a vote at JPMorgan Chase, Bank of America and Goldman Sachs.

    April 12
    Jamie Dimon - David Solomon - Brian Moynihan
  • New York Community Bancorp took a massive loan-loss provision and slashed its dividend to meet tougher capital and liquidity requirements after rocketing by that asset mark. A half dozen regionals face tough questions about whether they're better prepared than NYCB, which had to be rescued.

    April 11
  • Business trade groups are expected to prevail in getting an emergency stay to stop the Consumer Financial Protection Bureau's $8 late fee rule from going into effect on May 14. However, the lawsuit would still have many steps to go after such a decision.

    April 11
    CFPB
  • M&A

    The Federal Reserve Board signed off on Provident Financial Services' acquisition of Lakeland Bancorp. The newly combined bank will be the seventh largest in the state.

    April 11
    Federal Reserve
  • There are a lot of misconceptions about how the payments industry uses generative AI. Jodie Kelley, chief executive of the Electronic Transactions Association, separates the reality from fiction.

    April 11
    Busting AI myths with the ETA's Jodie Kelley
  • The SEC and the Treasury's Financial Crimes Enforcement Network have sought information on certain clients outside the U.S. who've raised red flags and the bank's policies to address it.

    April 11
    Morgan Stanley Headquarters As Earnings Figures Released
  • Businesses are using a range of payments technologies, new and old, as the instant-payments movement gathers steam. Most Influential Women in Payments honoree Yaminah Sattarian talks about what her clients want and how the payments world is changing, in conversation with American Banker Editor-in-Chief Chana Schoenberger.

    April 11
    How companies are working with payments now, with KeyBank's Yaminah Sattarian
  • Chase Petrey is the President of Applied Pay at Applied Systems. He has a diverse career in the enterprise software industry, bringing with him a unique set of fintech, Software as a Service (SaaS), and analytics skills. Chase also serves as President of the Salt Lake City Chapter at Silicon Slopes, a nonprofit organization that exists to empower Utah's tech community to learn, connect, and serve in order to make entrepreneurship open and accessible to all.

    April 11
    Chase Petrey
  • Christina Lee is a Researcher at ACTUAL, where she focuses on comprehensive policy and industry-related research. With a keen interest in energy and sustainability, Christina delves into topics ranging from renewables and green hydrogen to supply chain dynamics and electric vehicles (EVs). Her research involves synthesizing complex data and trends to provide actionable insights for decision-makers in both public and private sectors. Christina earned her BA in Urban Studies and Planning from the University of California, Berkeley, from the College of Environmental Design.

    April 11
    Christina Lee