In|Vest 2018 Direct (Premium)

David Barrett is the Founder and CEO of Welliba, an employee experience intelligence company. Based in Ireland, he leads the organization's work in psychology, predictive analytics, and internet technology to benchmark employee experience (EX) against the S&P 500.

WTW Investments and SEI see enough of a market to develop private market offerings for U.S. defined contribution plans, such as 401(k) plans.

Shikha Singh is business unit head for banking and financial services with WNS, a part of Capgemini.

Speakers at The American College of Financial Services' CAAFP like investing legend John Rogers shed light on how people fuel long-term success in the industry.

Lifetime medical costs and ACA marketplace premiums are skyrocketing. Here's how advisors are helping clients keep their retirements on track.

Oleg Tishkevich is a prominent entrepreneur and technology innovator in the wealth management industry.

He is the founder and CEO of Invent, a cloud-native data and integration software company that supports financial advisors and independent RIAs, helping them streamline their data and operations to scale their businesses effectively.

Francis Mainville, CFA, CPA/ABV, is a senior managing director at Valuation Research Corporation specializing in the valuation of complex securities.

Adam Smith, ASA, ABV, is a managing director at Valuation Research Corporation with over 25 years' experience in the valuation industry.

Where do automated workflows end and advisor-owned outcomes begin? RIAs need to get the answer in writing before their tech stack goes live.