Wealth Management

World Class Results Begin with a Multi-Dimensional Approach

2019-02-20T14:33:11+00:00

In this special guest post by ultra-marathon runner Greg Nance we learn how to apply lessons from ultra-marathon running to the wealth management space. At Wentworth, we know from first-hand experience that independence is a journey. If you are an independent advisor — or simply thinking of becoming an independent advisor — we are sure [...]

World Class Results Begin with a Multi-Dimensional Approach 2019-02-20T14:33:11+00:00

Trends in Financial Cybersecurity

2019-01-07T17:08:08+00:00

With ever-changing cybersecurity regulations and new technology integrations, wealth management professionals are required to keep up with trends and update strategies accordingly. New cybersecurity regulations often change from year to year. For example, in May 2018, General Data Protection Regulation (GDPR) updated laws across the EU for data privacy standards, and subsequent standards [...]

Trends in Financial Cybersecurity 2019-01-07T17:08:08+00:00