Morning Memo
 
Wealth Management Morning Memo

JULY 13, 2023

TECHNOLOGY

AI Will Heighten Cybersecurity Risks for RIAs

While scams like email impersonation and phishing are nothing new, generative AI has supercharged the risks by introducing new threats, including deepfakes and malicious chatbots.

FULL ARTICLE

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HIGH NET WORTH

Golf Has a Tax Problem

The Senate probe of the controversial PGA Tour-LIV Golf merger hearing is underway.

FULL ARTICLE

FASTCHAT VIDEO

The ABCs of a Successful Acquisition

What’s the one essential factor in the successful acquisition of an advisory firm or practice? Susie McEuen knows.

WATCH NOW

FOCUSED ON THE FUTURE PODCAST

Peggy Haslach on How Financial Advisors Can Best Serve the LGBTQ+ Community

The Finity Group's Peggy Haslach discusses how to best serve LGBTQ+ clients and team members.

Sponsored by Commonwealth

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INSURANCE

Marijuana Use and Life Insurance Underwriting Explained

Seven factors that carriers consider.

FULL ARTICLE

SPONSORED WEBINAR

Navigating the Crossroads: Exploring the Intersection of Emerging Markets and Commodities in Today’s Financial Landscape

Join us on Mon. July 31st to discuss the dynamic relationship between emerging markets and commodities in today's financial landscape, the opportunities and challenges presented by this intersection and, the strategies for capitalizing on these trends from the perspective of category experts.

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