In|Vest West 2018 Direct

Kristina Welke is vice president and head of strategy, solutions and marketing for New York Life Group Benefit Solutions. She leads strategy, product and capability development, and marketing efforts focused on driving growth, market differentiation, and stronger experiences for clients, brokers and customers.

The megabank, which is in the midst of a massive restructuring, will probably book "a couple of hundred million dollars" of restructuring charges in the fourth quarter, according to its chief financial officer.

Preparation, acceptance and a generous dose of patience will be required to help investors weather a forecast that includes prolonged high-interest rates.

Zac Maufe is the global head of regulated industries at Google Cloud, bringing more than 20 years of banking experience to the role. Prior to Google, Zac had several leadership roles at Wells Fargo, most recently as EVP and head of corporate strategy, digital channels and innovation.

The Internal Revenue Service is continuing to combat scammers and promoters encouraging businesses to file claims for the tax credit.

Two experienced chief investment officers break down the reasons clients are keeping their cash out of the conversation, and why advisors should work to crack the code.

A tech firm that works with some of Wall Street's biggest names finds that off channel communications continue to be a problem.

AAPI financial advisors are underrepresented in the industry and still sometimes feel unseen even within conversations about DEI, industry experts say.

A new report finds that contract clauses forcing investors' cases into private forums too often stack the deck in favor of firms.

How the big business benefits only certain RIAs