In|Vest West 2018 Direct

Annie Chen is a senior specialist of research at Gartner. As part of the Enterprise CFO research team in Gartner's finance practice, she works with functional leaders and their teams to conduct in-depth research of their pressing challenges, surfacing evidenced best practices and practical tools practitioners can put to their own use. Prior to joining Gartner, she worked in the financial services industry, helping financial advisors navigate companies' services.

The wealth management business of the world's largest credit union and its 14 million members opted to choose its own destination after a giant M&A deal.

The incoming Treasury chief will have to reconcile his deficit-reduction plans with the Trump administration's much-anticipated tax cuts.

Ultrahigh net worth families often use extended networks of professionals and advisors — which is precisely what makes their financial data uniquely vulnerable.

Stefani Steinway is the SVP of human resources at Equifax Workforce Solutions.

Kyle Johnson, owner and senior wealth advisor at Link Wealth Strategies, uses tax planning software to help set his firm apart.

The team of three advisors have started a firm called T6 Wealth Management, which will operate out of Morgan Stanley's new offices in Midtown Manhattan.

Robert P. Murphy is the chief economist at infineo, which offers digital blockchain-based issuance of whole life insurance policies. He holds a doctorate in economics from New York University.

The megabank is simplifying the management structure of its private bank. Regional leaders will now report directly to Andy Sieg, head of wealth.