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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In sessions at last week's Morningstar conference, Dimensional Chairman David Booth, "Unreasonable Hospitality" author Will Guidara and behavioral finance experts shared tips on how financial advisors can provide valuable coaching to clients.
6h ago
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The head of client segments in Morgan Stanley's wealth division acknowledges AI could one day be the primary source of financial advice for mass affluent clients. Morgan Stanley advisors working with wealthier investors will have to up their games.
6h ago
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For the truly rich, artificial intelligence can't compete with human advisors in handling many of their needs, according to a report from HSBC Holdings.
7h ago
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The Carefull tool integrated into Edward Jones accounts aggregates client accounts and monitors for fraud or mistakes.
8h ago
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Jasmin Guthmann is a strategist, storyteller, and executive leader operating at the forefront of business transformation and modern technology. As Community Chair and former Executive Board Member of the MACH Alliance, she empowers organisations to cut through complexity and drive tangible outcomes through clarity, creativity, and composable thinking.
10h ago
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Saying nothing is a dealbreaker. An RIA founder shares proven marketing strategies to show sincere support for LGBTQ goals.
June 24
Quiet Wealth -
Charity Karanja is an attorney at Butler Snow LLP in the Public Finance, Tax Incentives and Credit Markets Group. She holds the Development Finance Certified Professional (DFCP) designation through the Council of Development Finance Agencies (CDFA). She is recognized as one of The Bond Buyer's 2025 Rising Stars and has the distinction of being one of six women in the nation named to the 2024 Class of the Caren S. Franzini Fellowship, a merit- based program by the CDFA Foundation, recognizing outstanding women in development finance for their leadership and dedication to the advancement of the industry.
June 23
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Tray Hairston is an attorney at Butler Snow LLP in the Public Finance, Tax Incentives and Credit Markets Group. He holds the Certified Economic Developer (CEcD) designation through the International Economic Development Council (IEDC) where he serves on the Board of Directors. He is recognized as one of The Bond Buyer's 2018 Rising Stars and has structured more than $3 billion in transactions.
June 23
