Invisible Threat

business · EN-US

There are forces that quietly and invisibly shape fiduciary judgment when rules alone are nolonger sufficient to determine responsibility.The Invisible Threat podcast is hosted by Carter Wilcoxson, Founder and CEO of ePICServices Company, and Dr. Matthew Eby, Founder of Nth Degree Financial Solutions, adoctorally trained fiduciary researcher and co-author, with his wife Joanne, of The InvisibleThreat: A Professional Fiduciary’s Guide to Unseen Challenges in Wealth Management.The podcast explores what happens when professionals trained to rely on traditional rules arerequired to interpret duty, discretion, and responsibility in complex situations—often withoutrealizing that what is required in those situations has changed.Through fiduciary scenarios drawn from real-world situations, the podcast examines howjudgment is formed—before anyone is aware of it—inside moments of uncertainty whereinterpretation carries real consequences.To make judgment visible, the podcast draws on