Are you a Wealth Compliance Leader?
We're seeking regulatory and technology professionals from the wealth industry to discuss industry trends and insights in an exciting new video and podcast series - Wealth Compliance Leaders.
A Unique Opportunity for Wealth Tech and Compliance Professionals
Wealth Compliance Leaders presents a unique opportunity for industry leaders and rising stars to share their views with industry peers on wealth, technology and/or regulatory issues and trends that are top of mind with listeners.
Hosted by Parham Nasseri, regulatory expert and industry thought leader, this engaging and informal series is designed to advance wealth management thought leadership and highlight industry leaders like you who are making a difference.
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Some Previous Wealth Compliance Leaders Episodes
Jim Allen - Delahaye Advisers
Bo Howell - Joot
John Carl - Retirement Learning Center
Ben Westin - Regal Financial Group
Rob Dearman - DCG Insight
Tom Selman - Scopus Financial Group
Nancy Mehrad - Registrant Law
Scott Critchfield - Benjamin F Edwards
Jason Berkowitz - Insured Retirement Institute