News, Comment & Analysis results for Custodia
The Financial Services Industry’s Shadow Vendor Problem
Wealth managers that vet their vendors have a variety of systems and applications to check. What a
What’s New In Investments, Funds? – BlackRock, inCadense, DeepVest
The latest news in investment offerings, financial products and other services relevant to wealth
Digital Digest: The Latest Tech News – RFG Advisory, Feathery, Wealth.com
The latest technology news in the wealth management sector from around the world.
OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one
Potomac Financial Group Shifts To Concurrent Platform
The wealth management firm – more than four decades' old – was previously affiliated with
OPINION OF THE WEEK: Clients’ Use Of AI – Should Advisors Be Scared Or Excited?
The group editor takes a look at clients’ use of AI and digital tools for getting clued up about
Digital Digest: The Latest Tech News – Citi Launches Tokenized Depositary Receipts
The latest technology news in the wealth management sector from around the world.
What’s New In Investments, Funds? – Hightower, Zocks, Dispatch
The latest news in investment offerings, financial products and other services relevant to wealth
Schwab’s Midyear Priorities: Lending, AI, UHNW Clients, Crypto
Our US correspondent Charles Paikert attended the Schwab Advisor Services Midyear Media Roundtable
ANALYSIS: What Wealth Advisors Should Tell Clients Who Use AI For Guidance?
The editor looks at the use by clients of AI tools to research financial material and even suggest