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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As brokerage firms keep getting sued for allegedly not providing clients fair returns on their uninvested cash, the SEC tells investment advisors they also have legal liabilities.
3h ago
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Kevin is an insurance industry and insurtech executive. He was the Founder/CEO of the first DSS app for healthcare and voluntary insurance benefits. He is an Innovator, Team Builder & Scaler
4h ago
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Sanjay Chojar is Senior Vice President and Chief Information Officer at the Amalgamated Family of Companies, overseeing all strategic technology decisions, including systems architecture, cybersecurity, and infrastructure. He brings more than 30 years of experience as a global technology leader across major financial services institutions, driving digital transformation and the application of advanced technologies such as AI, machine learning, and cloud services.
6h ago
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Longevity and constant financial tickers these days often trigger retirees' fears that they will outlive their assets. Here's how financial advisors can coach them through.
6h ago
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Members of the Transparent Advisor Movement are meeting around the country in "Flat Fridays" events. And the collaboration is revealing all of the nuance around fees.
6h ago
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Dustin Carlson is president of
SRA 831(b) Admin , where he leads internal operations and plays a key role in advancing advocacy efforts within the micro-captive industry.7h ago
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With a $10M gift to create and run a school of financial planning, Ric Edelman aims to solve the retirement readiness crisis and wealth management's talent shortage.
June 10
Digital Assets Council of Financial Professionals -
Large wealth managers are chasing a multitrillion dollar opportunity to manage more of their clients' assets. But many high net worth investors give their business to multiple firms, whether out of a desire for protection, habit or a need to shop around for the best returns.
June 9
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The latest projections indicate the main Social Security retirement fund will reach insolvency in less than six and a half years. For retirees and their advisors, that could mean a potential rethink of retirement plans.
June 9
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Colin Royal is a recent graduate of Morehouse College, and current NYU graduate journalism student.
At Morehouse, he obtained the distinction of Co-Valedictoriant while being heavily involved on-campus. He was the former Editor-in-Chief of The Maroon Tiger and Director of Morehouse Journalism Departments 2024-2025 Senior Capstone Documentary.
Professionally, he has worked with multiple companies covering a variety of disciplines. He has worked for professional media organizations like Dow Jones and the Harvard Business Review.
This summer he joined The Bond Buyer team after training with Dow Jones' News Fund.
June 9
