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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Douglas M. Slaybaugh, PCC, CPCC, CPA, CGMA, is the owner of The CPA Coach, which offers professional coaching for leaders in public accounting.
April 3
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The Trump DOL has said it "has no current plans" for further rulemaking, but that contradicts its own notice of potential regulation last year.
April 2
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Ajay Pandita is Senior Vice President and Head of the Financial Services, Fintech and Insurance Business Unit at Cognizant. He has over 28 years of experience delivering strategic value and operational excellence to some of the world's largest financial institutions across North America, Europe and APAC. Ajay advises global clients on operating model optimization, benefits realization, business transformation and technology innovation to help them achieve their business objectives and modernize IT and operations.
April 2
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The 10 states that offer the best return for residents' tax dollars.
April 2
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