The Future of Financial Services

Name: The Future of Financial Services
Start: 2023-06-27T14:00:00-04:00
End: 2023-06-27T15:00:00-04:00

June 27, 2023 @ 2:00 pm - 3:00 pm

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Details

Date: June 27, 2023
Time:
2:00 pm - 3:00 pm
Event Category: Webinars
Website: https://attendee.gotowebinar.com/register/5772931257401915995?source=Website

Organizer

Blue Vault
Phone 877-256-2304
Email info@bluevaultpartners.com

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.

Featured Speakers

Frederick E. Hubler, Jr.

President & Chief Wealth Strategist Creative Capital Wealth Management Group

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7 Top SEC Exam Priorities for 2024

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“We’re in a very complex, ever-evolving industry,” Geiger begins. “What makes Advent stand out is the depth of our domain expertise.” With decades of industry experience, long-serving employees and the backing of SS&C, the company’s credentials certainly inspire confidence….

Legitimizing Your Firm

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Remember the Saturday Night Live skit with Chris Farley and “the van down by the river?” Well, recently, we had a client come to us that made us think of that, because they wanted us to help legitimize their firm so they didn’t look like they worked out of a van down by the river. Read on to learn where we focused that effort…