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.
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A federal judge rejects arguments that U.S. Bank has a fiduciary duty toward uninvested cash sitting in clients' brokerage accounts.
25m ago
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Elizabeth (Liz) Reimer serves as the chief human resources officer at Premise Health, where she leads the company's overall human resources strategy. She manages major initiatives across talent recruitment, leadership development, HR technologies, data analytics, employee engagement, employee relations, HR business partnerships, and comprehensive rewards packages—including pay, benefits, and wellness programs.
February 4
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A new McKinsey report on the future of wealth management identifies a disturbing trend: Younger investors are losing trust in advisors.
February 4
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None of the findings in a new working academic paper will likely surprise financial advisors. But they could provide some helpful data for conversations with investors.
February 4
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UBS Americas reported $14 billion in net new asset outflows in Q4, marking its worst period since the firm announced major compensation changes in November 2024.
February 4
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Reza Rooholamini serves as chief science and AI officer at CCC Intelligent Solutions, where he brings deep expertise in artificial intelligence, cloud computing and emerging technologies.
February 4
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As AI agents move from theory to reality, some advisors are implementing these tools into their technology stacks, but not without human oversight.
February 4
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At a hearing Tuesday, executives at the Swiss banking giant faced tough questions from both Republicans and Democrats. The lawmakers are unhappy with the bank's recent decision to withhold certain documents from a lawyer who's overseeing research regarding Nazi accounts.
February 3
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Raymond James tapped industry veteran Mark Buchanan to lead a new ESOP advisory group focused on tax-advantaged succession strategies.
February 3
