In|Vest West 2018 Direct

Paul Lodder is vice president of accounting product strategy at Dext.

Kamala Wedding is the Head of Customer Success for the America's at Shift where she oversees the close working relationship with customers to provide ongoing support and guidance around business strategy and transformation topics to ensure overall customer satisfaction, and successful product adoption. She has spent her career fighting fraud, managing large operations and developing anti-fraud strategy for all lines of business. Kamala is an international speaker, subject matter expert and is certified in Change Management. Prior to joining Shift, she spent twenty years at Farmers Insurance most recently as the Director of SIU.

Combining the two Swiss megabanks means more assets and a bigger brand for UBS. But it could be a heavy lift, slowing U.S. advisor recruitment.

In an unusual case, regulators have accused a Boston investment advisor of violating his fiduciary duty by putting his clients into high-fee retirement products.

Justin Heller was a member of the 2013 men's squad that won the ACC championship. A decade later, he joined the industry's movement toward independence.

In a new computer simulation, it's up to you to save America's largest entitlement program — or it's "Game Over."

The group behind the ongoing campaign allegedly has the support of a hosting provider that's complicit in helping spin-up new scam websites.

The wealthtech consulting firm's chief commercial officer argues that if you don't know what makes you special as an advisor, your tech won't help you grow.

The giant insurer and wealth management firm is seeking to engage Generation Z women who are the largest group of the digital pinboard's users.