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
  • The $684 billion-asset institution adopted the family finance fintech's app and linked debit cards to provide account holders with tools for educating their children about the financial system.

    June 11
    U.S. Bank
  • Fifteen million Americans who owe a combined $49 billion in medical debt would benefit from a proposal by the Consumer Financial Protection Bureau to scrub medical debts from credit reports and ban their use in underwriting decisions.

    June 11
    Sen. Kamala Harris, D-Calif.
  • Michael Levine is a Partner in Hunton Andrews Kurth's Insurance Coverage group in the firm's Washington, D.C. office. Mike is a Legal 500 and Chambers USA-ranked lawyer with more than 25 years of experience advising clients on insurance coverage matters and bringing disputed claims to successful resolution through litigation, arbitration and mediation.

    June 11
    Michael Levine headshot
  • Rachel Hudgins is Counsel in Hunton Andrews Kurth's Insurance Coverage group in the firm's Atlanta office. Rachel helps policyholders present and resolve insurance claims across the country and U.S. territories

    June 11
    Rachel Hudgins headshot
  • Illinois' recent move to prohibit the inclusion of taxes and tips in credit card interchange fees suggests that electronic transactions are too expensive and also that there are too many entities working unilaterally to reduce those costs.

    June 11
    John Heltman
    American Banker
  • M&A

    Dickinson Financial in Missouri has no intention of departing from its expansionary mindset as it lays plans for de novo branches and scouts new acquisition opportunities.

    June 11
  • PayPal has brought on expert pitchmen from Uber and Plaid to build an advertising platform for merchants. Its rivals are on a similar path.

    June 11
    paypal sign
  • Nearly 20 years ago, the SEC made business development companies subject to an obscure reporting rule that pushed them out of major index funds. Reversing course would be a major boon to small businesses.

    June 11
  • Helena Plater-Zyberk is the co-Founder and CEO of Supportiv, the on-demand peer-to-peer mental, emotional, and social support service that serves large employers, hospital systems, and health plans including Medicare and Medicaid. The digital support service has already helped over 1.8 million unique users cope with, heal from, and problem-solve daily life struggles like loneliness, caregiving burdens, anxiety, depression, stress, and burnout. Helena is the former CEO of Simple Therapy, an AI-driven at-home physical therapy alternative, with previous leadership roles at Scholastic and Condé Nast.

    June 10
  • Late payments, which have been on a steady rise since 2021, are now climbing at a slower rate or even declining at some major card issuers. Risks remain, but there's 'reason to be cautiously optimistic," one analyst said.

    June 10