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.

InVest Video Content Hub-01.png
Invest | Direct
  • The American tech giant's agreement to open up to other firms may give other tech firms the chance they need to offer an updated mobile wallet.

    July 11
    apple-store-bl-010319.jpg
  • The banking industry is using the threat of lawsuits to push regulators toward a less stringent final rule on capital. Those in favor of tougher rules should fight fire with fire.

    July 11
  • The top five community banks have combined first mortgage loans of more than $2.8 billion as of March 31, 2024.

    July 11
  • A document from the Heritage Foundation, written by some of former President Donald Trump's top economic advisors, could have a large impact on bank oversight, should Trump win the presidential election this year.

    July 10
  • After the megabank was hit with $136 million in regulatory fines over its alleged failure to comply with 4-year-old consent orders, analysts assessed the likely fallout. "There is clearly frustration on the part of regulators," one analyst wrote.

    July 10
    Citigroup Ahead Of Earnings Figures
  • Doug Sabella is the CEO and co-founder of Payroll Integrations. Sabella co-founded Payroll Integrations in 2016 to simplify payroll and benefit processes for employers and advance employees' financial wellness. The company's technology introduces a direct, two-way connection between payroll systems and benefits providers (401k, HSA/FSA, etc.) to automate the process of onboarding employees, updating benefit plans and managing employer/employee contributions.

    July 10
  • Elizabeth Warren was among those who criticized Dimon for saying that the bank is going to move away from "commitments" toward "aspirations" on climate.

    July 10
    UnitedHealth Group CEO Andrew Witty Testifies Before Senate Finance Committee
  • Susser Bank has proved successful attracting business from small and midsize companies the past two years. It's hoping a successful capital raise and continued branch expansion can extend the trend.

    July 10
  • During his second day of congressional testimony this week, the Federal Reserve chair said the central bank does not have supremacy over other agencies on their joint rulemaking.

    July 10
    Jerome Powell
  • Larry Nisenson is the Chief Growth Officer for Assured Allies, leading the new business initiatives for the company. Assured Allies features solutions including NeverStop, an innovative Wellness Rewards Program that's built right into your insurance policy. 

    For more than 25 years he has held leadership roles in the insurance and financial services industry, including Chief Commercial Officer for Genworth's U.S. Life Insurance business, covering long term care, life and annuity products. The role also included oversight for CareScout's Caregiver Support Services' commercial offerings. Prior to that role, Larry held senior leadership roles Plymouth Rock Assurance Company, AXA Equitable, American General Life Companies and Allstate. Larry started his career in financial services in 1995 as a financial advisor in New York City. 

    Larry received his BA from Rutgers University and attended the Global Executive Leadership Program at the Tuck School of Business at Dartmouth from 2018-2019. He also serves on the Board of Directors for the Rutgers School of Design Thinking as well as the Alumni Board for Sigma Phi Epsilon and is a public advocate and speaker on the caregiving dilemma that impacts millions of people.

    July 10
    Larry Nisenson