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Ray Sclafani and Mark Hurley review a litany of current events that impact wealth managers including Supreme Court rulings, the ongoing war for talent, and whether AI will materially change the business. They also do a deep dive into the new SEC cybersecurity rules and the many changes they will force upon the industry.
By FA Magazine5
44 ratings
Ray Sclafani and Mark Hurley review a litany of current events that impact wealth managers including Supreme Court rulings, the ongoing war for talent, and whether AI will materially change the business. They also do a deep dive into the new SEC cybersecurity rules and the many changes they will force upon the industry.

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