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 payments industry is evolving, driven by innovative technologies and a new class of leaders and executives eager to embrace change. Here's what they're prioritizing.
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Some 54% of small businesses said in a recent survey that elevated rates had led to higher debt payments. And in a sign that loan demand remains soft, 37% reported delaying expansion plans or capital spending.
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Investing in Main Street Act has passed the House three times with overwhelming majorities but has failed to gain traction in the Senate. Backers, including banks that invest in the funds, hope to flip the script with a third version.
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The head of the Consumer Financial Protection Bureau summarized his findings from a yearlong probe into the Appraisal Foundation. He says the "lawmaking body" is not accountable to the public or market forces.
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Amanda Martell is director of human resources for LifeSpeak Inc. She has extensive experience across a range of industries and is skilled in leadership, training and development, and employee relations.
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Ellen Choi is the CEO of
Edgefield Group , a consultancy that offers services at the intersection of AI, technology, and business transformation to solve Top 500 CPA firms' biggest challenges. She is the Co-Founder and Advisor atAiwyn , a technology company helping accounting firms streamline their practice management. Aiwyn has been recognized with Forbes 100 Rising Stars, Boomer Visionary Award, and AccountingToday's Award. Her past includes working in Google' Finance team, Stanford engineering, and Harvard MBA. She is a serial entrepreneur with a passion for driving innovation in the accounting profession.March 18 -
Jonathan Steele is the director of product management at Motus, the mobile workforce solution simplifying the reimbursement and management of all vehicle and device costs through personalized calculations.
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Allison Henry serves as the vice president of professional and technical standards at the
Pennsylvania Institute of CPAs . She oversees the PICPA's peer review and ethics programs, while facilitating the operation of eight state-wide technical committees.March 18 -
False information, job losses, diminishing skills and human interaction, among other concerns, have bankers worried about deploying both generative artificial intelligence, like ChatGPT, and more long-accepted forms of AI like machine learning, according to a new survey of American Banker readers.
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Orders on the NASDAQ exchange were unable to execute early Monday morning because of an error with the exchange's price discovery tool. The error has since been resolved.
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