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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Pankaj "Romy" Malviya is a renowned technologist, patent holder, and serial entrepreneur with a track record of building transformative enterprise software companies. He is the founder and CEO of Pulpstream, which he established with the
vision to streamline business processes through innovative technology solutions. Malviya's entrepreneurial ventures have consistently resulted in successful exits, with his products being utilized by some of the largest companies in the world.15m ago
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In a Q&A, planner Louis Barajas explains how he wrote an interactive guide to building generational wealth and how financial advisors can learn from its universal principles.
7h ago
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Jon Giuliani is the chief revenue officer of
Ximplifi , where he leads finance, sales and operations to help businesses scale with outsourced accounting and trust accounting automation. He has over a decade of executive experience across health care, finance and technology.9h ago
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Anne Eberhardt is a senior director and forensic accountant in the New York office of Gavin/Solmonese. She is a certified fraud examiner and a certified anti-money-laundering specialist.
9h ago
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At face-value, HSAs are for short-term medical expenses, but advisors suggest paying out of pocket to maximize HSA funds for investing and tax-free growth.
9h ago
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Josh Cashman, CFA, teaches corporate finance at the University of Denver's Daniels College of Business and advises on lower-middle-market M&A transactions. Ron Neufeld, CPA, previously taught accounting at Regis University. Tom Yeh, Ph.D., is a professor of computer science at the University of Colorado Boulder, where his research focuses on artificial intelligence applications in document understanding. Together they are partners engaged in AI-driven Quality of Earnings through QoEAgent (
https://qoeagent.ai/ )10h ago
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Blind trust in AI tools can be a one-way ticket to a fiduciary crisis. Here's how to build a verification process that protects your clients and your firm.
July 8
WorkWise Solutions -
Clients aren't just curious about estate planning, they're insisting that their advisors provide it.
July 7
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The Ensemble Practice's annual growth and profitability report reveals a "scissors shape" between the two, based on a survey of more than 170 firms.
July 7
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Retaining Bartholomew & Company comes as a big victory in LPL's bid to hold on to AUM and advisors from its acquisition last year of Commonwealth Financial Network.
July 7
