Venture & Growth
Why Digital Asset Protection Is the #1 Threat to Your AUM in 2026
Undocumented digital estates are the primary threat to financial advisors' AUM by 2026, leading to significant client attrition among heirs and widows during the Great Wealth Transfer. A holistic approach to safeguarding clients' digital lives, beyond traditional portfolio management, is crucial for advisors to remain indispensable.
Sponsored by Ironclad Family·August 24, 2026
