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. Interested in seeing more? Click
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Lance Mason is a distinguished accounting professional and licensed CPA known for his ability to bring clarity to complex financial topics. He began his career at Ernst & Young, where he built a strong foundation in public accounting before moving into the startup ecosystem. There he has applied his deep expertise in ERP systems like Oracle NetSuite to help these startups scale. An engaging speaker, he combines practical experience, technical acumen, and a forward-thinking vision to deliver insights that resonate with accounting professionals and business leaders alike. His storytelling approach not only demystifies accounting concepts but also inspires a broader conversation about the future of capital markets.
1h ago
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Harish Kapur is the president and CEO of Across America Insurance Services, a specialized wholesale insurance brokerage serving the specific needs of the commercial trucking and transportation industry, including E&S service offerings.
2h ago
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The CFP Board promised to enhance its review processes after an investigation found major shortcomings. A new analysis of CFP data found that the problem has only gotten worse.
6h ago
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Brian Parker is SVP, National HR Consulting and Workforce Solutions Leader at Alera Group. He leads the Alera Group division responsible for helping clients create strategies to attract and retain talent and transform the way they serve employees. His guidance empowers organizations to better engage their people and find the right technology and services to carry out their mission.
July 16
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Terri Kallsen will precede him next year as chair of the Board of Directors; Seay will take over that role in 2027.
July 16
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The popular industry recruiting and retention barometer provided another window into the challenges facing LPL Financial with its latest major acquisition.
July 16
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The Wall Street powerhouse has built its wealth division in large part through big deals but is not "looking to make acquisitions just for the sake of it, " said CEO Ted Pick.
July 16
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The Treasury Department and the IRS will need to roll out guidance to explain the bill's newer provisions and how they differ from earlier tax legislation.
July 16
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But the Bank of America subsidiaries nonetheless reported rises in AUM and net revenue in the second quarter while adding thousands of new client relationships.
July 16
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