The Healthy Advisor: A Heart for Serving the Neurodivergent with Ryan Marcus

Published on November 19, 2025

Ryan Marcus’s relationship with his nephew, who’s on the spectrum, revealed how unprepared the wealth management industry is to serve this growing community, even as trillions in wealth shift to younger generations.

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The Best Story Wins: The Power of Presenting Data in New Ways

November 19, 2025
This paper highlights and provides examples of how investment managers can reclaim and shape their own narrative by leveraging data science and alternative data sources, demonstrating the power in presenting information in new ways.

The Real Cost of Waiting: The Hidden Toll of Outdated Mobile Compliance

November 19, 2025
While firms delay updating mobile communications compliance, the waiting incurs a substantial and measurable cost, averaging $232,457 annually in wasted analyst time on false positives. This inefficiency forces compliance teams to spend over 300 hours yearly on manual surveillance, diverting focus from strategic risk management. Ignoring this problem also dramatically increases regulatory exposure