Several open-source machine learning (ML) tools contain vulnerabilities that can lead to client-side malicious code execution or path traversal even when loading “safe” model formats, JFrog researchers revealed Wednesday. The four flaws are among 22 total vulnerabilities the JFrog Security Research team have discovered among 15 different ML projects over the past few months. In … Read more
Investment advisers are fiduciaries that owe a duty of care and loyalty to their clients. One component of this duty of care is an obligation to seek best execution of client securities transactions. While this requirement might sound relatively straightforward, the lack of a single definition for what this duty actually requires can make it … Read more
Welcome everyone! Welcome to the 411th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Larry Kriesmer. Larry is the Chairman of Measured Risk Portfolios, an RIA based in San Diego, California, that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor … Read more
In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning. Today, the industry has evolved further, with a growing emphasis on aligning financial decisions with clients’ personal priorities and … Read more
Marsh Makes Global Senior Leadership Appointments Christopher Lang Marsh, a business of Marsh McLennan, named Christopher Lang as digital leader, Marsh Specialty and Global Placement. In this newly created role, Lang leads Marsh’s digital global insurance placement strategy. Dan Aronson Lang has spent the last 30 years at Marsh in various placement leadership roles, most … Read more