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Est. 2026The front page of wealth managementNew York

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IN Digital asset custody reshapes how banks compete in tokenized financeIN Fidelity's $100M custody minimum forces small RIAs to pick a pathIN Wealth firms report organic growth rebound, but process gaps persistIN Shareholder support rebounds even as proxy proposals hit new lowIN AI governance gaps leave RIAs exposed to a new wave of cyber threatsIN Home affordability crisis deepens as mortgage rates and hidden costs riseFP Year-end tax planning: 5 moves advisors should review with clients4K 55ip Expands Unified Managed Accounts with BlackRockRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million Records

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AI governance gaps leave RIAs exposed to a new wave of cyber threats

InvestmentNews ·

Image: InvestmentNews

Shadow AI, weak oversight, and no formal policy highlight why advisory firms are more exposed to cyber risk than they realize.

Summary as published by InvestmentNews
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