In|Vest 2018 Direct

In|Vest 2018 brings together the entire wealth management industry – leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York July 10-11, In|Vest facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation meets 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
  • Beth Zorc is the CEO of the Institute of International Bankers, which represents the U.S. operations of internationally headquartered financial institutions.

    March 26
  • Tax

    Fully 69% of registered voters in seven swing states say they favor higher taxes on billionaires, and on people who make more than $400,000 a year.

    March 26
    Taxing the rich poll findings
  • D.A. Davidson Director of Wealth Management Research James Ragan will review and analyze the March Federal Open Market Committee meeting.

    James Ragan breaks down the FOMC meeting
  • The $4.2 billion-asset MCU in New York is working with Ameriprise Financial Institutions Group to connect members with the firm's network of digital advisors and offer investment planning options alongside its traditional products.

    March 25
    Image of a tablet displaying investment metrics. Goals is featured in the top left corner of the screen.
  • Both Donald Trump and Joe Biden have begun laying out their visions for the Tax Code.

    March 25
    Mark A. Luscombe
    Wolters Kluwer Tax & Accounting
  • Tax

    Time is running out for nearly 940,000 individuals to claim refunds from 2020, with a May 17 deadline approaching for filing the necessary tax returns.

    March 25
    irs-indoor-sign.jpg
  • Arad Levertov is the CEO and co-founder of Sunbit, which offers BNPL services for in-person transactions as well as a branded credit card. 

    March 25
  • Over the past decade, the equities division at the megabank saw harassment allegations pile up, as well as alleged instances of in-office cocaine use, among other complaints.

    March 25
    Citigroup Citi
  • Ron is a tech entrepreneur who has brought his love for developing empowering products to startups and major international corporations alike. He is the Co-Founder & CEO of Empathy, the world's leading support system for navigating loss. Before launching Empathy in 2020, Ron held roles as a Product Executive at WeWork and eBay. He initially joined eBay after the acquisition of The Gifts Project in 2011, a social-commerce startup where he served as Co-Founder & CEO.

    March 25
  • Shara has spent more than 20 years helping healthcare organizations think differently about how to involve and empower people more effectively in their care and health. She continues in that work as CEO of Carallel, the leading provider of holistic support, guidance and assistance for family caregivers.

    March 25