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SPOTLIGHT
Cybersecurity risk management
How can you best protect your firm, your clients, and their families from cybersecurity threats? Learn strategies for protecting data and share resources with clients to help them keep their financial information secure.
Prepare your firm for evolving threats and risks
PERSPECTIVE
Cybersecurity fundamentals for wealth managers
Protect your clients and your firm within the evolving cyberthreat landscape.
PERSPECTIVE
Defeat the AI-enabled cybercriminal
How to think about and defend against the cybersecurity risks posed by new AI tools.
Resources to share with clients
Perspective
Make yourself a difficult target for cyber-criminals
Cybercriminals may be targeting your family’s wealth; learn some steps to help reduce your risk and what to do if you have been compromised.
Perspective
Can you spot these 3 common scams?
Scams are getting harder to spot. Learn how to protect yourself.
Perspective
4 ways to stop scammers and identity thieves
A few simple precautions can make all the difference.
Perspective
Stay vigilant against text scams
Pause before clicking on a link in an unexpected text.
Related insights
Spotlight
AI in wealth management
Artificial intelligence (AI) is rapidly evolving, with applications like ChatGPT taking this old field of study to new heights. Find out more about this technology, its risks, and its potential to transform the future of wealth management.
Perspective
Gaining traction through GrowthTech: Leveraging technology to propel your business forward
Opportunities to deliver data-driven personalization at scale, improve lead acquisition, and capture actionable insights across the entire client life cycle.
Research
Best practices in wealth management technology can drive firm success
What we can learn from firms that embrace technology to drive efficiency, grow faster, and deliver a better client experience
Next steps to consider
Saifr®
Discover how to streamline compliance reviews and create more compliant marketing faster with Saifr’s AI tool.
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Digital Assets
Explore the exciting world of digital assets, with a focus on blockchain technology, cryptocurrency investing, and more.
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Client Lifetime Value Calculator
See how much long-term value your potential clients may drive for your firm with our quick and easy tool.
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