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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For advisors like Chris Diodato of WELLth Financial Planning, everything from insurance to industry software is costing more these days.
April 10
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It can be hard for advisors to fully understand what clients and prospects truly want. The right questions can uncover not just financial blind spots, but the fears, priorities and assumptions behind their decisions.
April 10
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Kevin Busque is head of
Gusto Retirement , where he leads the company's efforts to expand access to retirement plans for small businesses and their employees. He founded Guideline, a fee-free 401(k) platform acquired by Gusto in 2025. Before Guideline, he co-founded TaskRabbit, the online marketplace that connects people with local service providers and helped scale it through its acquisition by Ikea in 2017.April 10
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Bill Pappas is MetLife's Head of Global Technology and Operations, and is a Corporate Officer and a member of the company's Executive Leadership Team. In this role, he directs a team of more than 38,000 people responsible for technology development, infrastructure, information and cyber security, data strategy and analytics, customer service, operations, crisis management, business continuity and procurement for all lines of business, serving more than 90-million customers across 40+ countries around the world.
Pappas joined MetLife in 2019 from Bank of America, where he was the head of operations for the consumer, small business, wealth management and private banking businesses. In this role, he directed a team comprised of more than 50,000 people delivering integrated service and operations solutions to approximately 63-million consumers and clients. In addition, Pappas led the global business services team that provided integrated technology solutions across Bank of America.
Previously, Pappas was chief information officer for Bank of America's global wholesale banking business, head of global capital markets operations, and head of technology and operations for the Europe, Middle East & Africa, Latin America and Asia Pacific regions. He also served as the global treasury payment operations executive based out of London.
April 10
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Natasha Howe's friends were blowing up the internet as influencers, but they needed a financial advisor who could help get their financial lives in order. She now has a growing niche.
April 10
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David Woodcock is set to take the job as SEC leadership directs staff to focus on insider trading, accounting fraud cases, market manipulation and breach of fiduciary duty by investment advisors.
April 10
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The first U.S. bank to offer an exchange-traded product tied to bitcoin saw $34 million in trading on the first day.
April 9
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Exchange funds could help address some wealthy clients' concentration risks and tax quandaries at the same time.
April 9
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Valerie Song is currently a senior director at Klaros Advisors. She has nearly 17 years of experience as an attorney at the Office of the Comptroller of the Currency, including serving as acting associate chief counsel. She has also advised financial institutions and fintech companies as a senior associate in WilmerHale's Financial Institutions Group.
April 9
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Justin Tolman is Digital Forensics Evangelist at
Exterro . He has over a decade of experience bridging the gap between technical investigation and business strategy and previously served as a computer forensic specialist at the Ohio Bureau of Investigation.April 9
