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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The wealth program at Kinecta Federal Credit Union is changing brokerage, RIA and custodian as the industry fights for recruits of all sizes in the channel.
April 17
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A phish, a mill and a stroll overseas are just three of the 12 major scams the Internal Revenue Service identified for this year's rogues gallery.
April 17 -
Naseer Nasim is the president and CEO of Aptys Solutions, a provider of payment solutions for financial institutions.
April 17 -
Zach Donah is president and CEO of
MassCPAs , where he works closely with the Massachusetts Society of CPAs' leadership team on the overall management and oversight of the society and its educational foundation. He has been with the society since 2013, serving in various roles in the organization's government affairs team. Prior to joining the society, Donah served as a legislative director and chief of staff in the Massachusetts State Senate.April 17 -
There are just three things clients want to know at tax time, and video summaries can provide the answers.
April 17
L&H CPAs and Advisors -
The ban comes after the Wall Street regulator's imposition of nearly $3 billion on fines for failing to track and record communications sent on messaging apps.
April 17 -
The regulator's Consolidated Audit Trail database, intended to collect trading data, is in legal crosshairs again over privacy issues.
April 17 -
A new MIT study says AI could potentially adapt to an advisor's predictive and empathetic behaviors. But industry leaders argue AI is actually generating more job growth for advisors, not replacing them.
April 17 -
Late-in-life divorces have more than doubled since 1990, and they often decimate retirement savings. How can gray divorcees shore up their finances?
April 17 -
Bill Snyder is the Chief Executive Officer of Vivante Health, a leading digital digestive health company and sponsored benefit, and has over 15 years of experience in healthcare technology and leadership. Prior to Vivante Health, Bill built and led national sales efforts and led the health plan practice at Virta Health. Previously, he spent 11 years with Humana, serving in various leadership positions, including Vice President of the company's Greater Chicago region.
April 16
