The Latest

  • June 12-13, 2023 | Hilton Midtown New York
    INVEST is returning in person in 2023. This year's event will deliver key takeaways based on detailed use-cases examining must-watch wealthtech megatrends in 2023 and beyond. With a keen focus on market drivers and economic outlook, senior leaders will examine the methodologies employed by the most successful organizations, long-term government, regulatory and investment initiatives and leadership in a post-pandemic reality.

    Learn more →

    June 27
    Invest Logo
  • Paul Mang is Chief Innovation Officer at Guidewire, a provider of predictive analytics and business intelligence solutions for the P&C insurance industry. He is the former Global CEO of Analytics at Aon plc.

    June 27
  • From growing interest among retail investors to their ability to unlock a new level of connection between advisors and clients, alternatives are anything but fringe.

    June 27
  • With five charts analyzing the latest figures, separate fact from fiction while Congress keeps failing to enact any comprehensive reform.

    June 27
    Social Security building, Bloomberg News
  • André is responsible for the strategy and execution of direct venture and fund investment, in addition to establishing partnerships in the reinsurance business space that generate accretive value for RGA.

    With an insurance industry career spanning over 20 years, André has spent the last 17 with RGA in various roles from marketing, business and product development, venture investment and senior leadership.  Since first joining RGA in South Africa in 2005, he has worked in local, regional, and international positions, most recently transitioning to venture investments in 2015.  His team currently oversees a portfolio of more than 35 venture and 8 fund investments spanning the globe.

    André holds a post graduate degree in Actuarial Science from the University of Witwatersrand, Johannesburg, and Fellowships with the Institute of Actuaries (FIA), the Actuarial Society of South Africa (FASSA) and the New Zealand Society of Actuaries, while being an affiliate member of the Actuaries Institute of Australia.

    He regularly presents at industry and professional conferences and is an active thought leader on many current matters affecting life and health insurance industry. 

    June 27
  • Ted Moynihan is partner and global head of financial services at Oliver Wyman.

    June 27
    Ted Moynihan, Partner and Global Head of Financial Services, Oliver Wyman
  • The results come from the College for Financial Planning’s first cohort of scholarship winners.

    June 27
    CFP Board.PNG
  • A panel of FINRA arbitrators unanimously ordered the award against the megabank based on Erin Ann Daly’s claims of gender-based discrimination.

    June 26
    Citibank branch, Bloomberg News
  • JPMorgan Chase, Bank of America, Goldman Sachs and Wells Fargo joined Citigroup in pledging to expand benefits to cover travel for out-of-state abortions. Smaller banks in blue states were more vocal, with one female CEO saying: “I stand in disbelief.”

  • A new bill taking shape in Congress is full of popular ideas and backed by both parties. But some experts say it doesn’t go far enough.

    June 24
    Capitol Hill, Washington D.C.