In|Vest 2018 Direct (Premium)

The SEC opened public comment on Regulation E-Delivery, a proposal that would replace its decades-old guidance-based framework and make electronic delivery the default for required investor disclosures.

Pat Brown of Creative Planning and Financial Literacy for Student Athletes is pitting competitive players against each other as part of his new "Athlete Finance League."

Felipe Wagner is the Americas Senior Intelligence Analyst at Healix's Vancouver office, where he plays a key role in delivering high-quality intelligence reports that provide timely and actionable insights. With an academic background in International Relations and a
specialisation in investigations utilising Open-Source Intelligence (OSINT) techniques, Felipe works closely with operations teams to enhance situational awareness and support crisis management capabilities.

Keren Bar-Hava, Ph.D, CPA, is head of the Department of Accounting at the Hebrew University Business School and currently serves as a member of the Israel Accounting Standard Board. Her research focuses on market efficiency, corporate governance, fair value versus cost and adoption of International Financial Reporting Standards.

Which private investments will generate income and protect capital after liquidity dries up? Financial advisors can look to fund managers to provide important clues.

A Deloitte analysis shows that alternative allocations — to private equity, private credit and other vehicles — in DC plans could grow quickly.

Six advisors reflect on what they wish they'd known earlier — from speaking up sooner to thinking longer term to learning that the best question beats the best answer.

SEI may not be the first firm that comes to mind when thinking about the industry's custodians, but the firm has built a substantial client base of financial advisors over more than 30 years.