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Rating:Week In Preview, July 10-16 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, July 10, 2017

Week In Preview, July 10-16

News summary by MFWire's editors

This week mutual fund and retirement industry insiders are trekking across one of the Hawaiian islands, while more than 1,000 fintech folk are gathering in New York City.

Yesterday TD Ameritrade Trust Company president Skip Schweiss and Tiburon Strategic Advisors managing partner kicked off the sixth annual Skip & Chip's Excellent Adventure. This time industry executives are hiking in and out on the Kalalau Trail on Kauai, then kayaking along the Napali Coast (also on Kauai). The idea behind the outings, as pitched by Roame, is to combine "a challenging outdoor adventure with a fun weekend together."

Tomorrow the SourceMedia events team will kick off their third annual In|Vest financial technology and innovation conference, at the New York Marriott Marquis in Times Square. More than 1,000 executives are expected at the two-day event. Speakers scheduled to appear include: Bill Crager, president of Envestnet; Ilan Davidovici, global head of wealth management at Salesforce; Sebastian Dovey, managing partner and co-founder of Scorpio Partnership; Joe Duran, founder and CEO of United Capital; Mark Goines, vice chairman of digital wealth management at Personal Capital; Naureen Hassan, chief digital officer at Morgan Stanley Wealth Management; Timothy Heier, executive vice president and chief technology officer at Charles Schwab; Cheryl Nash, president of investment services at Fiserv; Paula Pullano, global head of marketing Deustche Bank Wealth Management; and many others. Big sponsors of the event include Salesforce, FIS' Capco, and Fiserv. 

Edited by: Neil Anderson, Managing Editor


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