In|Vest West 2018 Direct

There is no evidence the former president gave the request any serious consideration.

Young entrepreneurs and soon-to-be heirs are expecting more social impact from their investments. Private banks are evolving in response — often by matching clients with like-minded advisors who are closer in age, and by hiring more women and people of color.

Outsized returns over the long- and- short-term planning horizons come with some caveats.

The Internal Revenue Service’s Office of Chief Counsel is spelling out new requirements for information from companies submitting claims for research credit tax refunds to prove they’re valid.

The bank’s wealth management unit has “underinvested” in its online and independent divisions, CEO Charlie Scharf said.

Join Janet King, Arizent VP of Research and Brian Elkins, Senior Director of Strategy at Monigle for a discussion of a new, prescriptive framework that helps banks and other financial institutions identify why customers choose to bank with one financial institution over another. Developed in conjunction with creative experience agency Monigle, the Humanizing Customer Experience research from American Banker draws on more than 5,000 customer responses to show what matters most in customer experience and ranks which financial institutions do it best. Join this discussion to learn more about how you can optimize your bank's approach to CX to improve customer satisfaction and earn higher net promoter scores.

Here's what you missed this week in wealth management.

Ainslie Simmons, a 20-year veteran of the industry, will serve as president of the new Pershing X division.

Irene Shen is a partner in Ignition Tax at KPMG LLP.

Brad Brown is global head of tax technology and innovation at KPMG LLP.