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Cyber Threats To Client Wealth And Well-Being: Why And How Wealth Managers Will Soon Play A Key Role In Managing These Risks

Nerd's Eye View

For instance, ensuring clients maintain the proper insurance coverage based on their needs is an important part of the financial planning process. At the same time, clients face another class of risks that advisors often do not consider: cyber. stealing a client’s financial assets that are accessible online), identity theft (i.e.,

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10 Weekend Reads

Barry Ritholtz

trillion in client assets. Here on Earth, there was a 1.7 second signal arrival delay. Big Think ) • School of Hard Laughs : A rabbi, Jay Leno and a Proud Boys lawyer walk into a bar … for Adam Carolla’s inaugural Comedy Fantasy Camp. Wellington is one of the world’s top 20 asset managers, was founded in 1933, and runs $1.2

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A Corporate Finance Approach To High-Net-Worth Individuals

PYMNTS

According to Anneke Stender, executive vice president at accounting and software solutions provider TAG , this is a growing segment at a time when new, younger millionaires are continuing to emerge from places like Silicon Valley. So, educating them on the risks of not having [staff] on payroll is very eye-opening for these clients.”

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Aleran Software Rolls Out OneMart B2B eCommerce Technology

PYMNTS

Sayyah said Aleran Software’s clients requested an easy and cost-efficient website builder that was scalable and created for B2B online shopping. In addition, users can customize commerce experiences for individual customers to include customized logins, pricing, mailing rates and more. "We

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10 Monday AM Reads

Barry Ritholtz

Barron’s ) • Why It’s So Hard for China to Shake the ‘Uninvestable’ Tag : In 2021, Goldman Sachs said the word was starting to feature in a number of client conversations about the country’s stocks. Maybe they should try turning the whole thing on and off. Bloomberg ) see also How Much is the Rule of Law Worth to Markets?

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JPMorgan’s Finn, Digital Banking App For Younger Clients, Is Finis

PYMNTS

Barely more than a year after banking giant JPMorgan launched an effort to bring younger clients into the fold — through digital means and specifically through a digital banking app — the firm is killing that particular nationwide project. billion tagged for this year and with significant focus on Chase mobile and digital efforts.

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Cashplus Launches Payment Tracking For Its SMB Cards

PYMNTS

The tool also categorizes payments so people can track business spending and tag payments to a specific job or client. It also includes Payment Track’s fraud prevention capabilities, which enable users to immediately put their account on hold if they see anything suspicious.