RESTREAM
“Impacts of Reg BI on Advisors"
EXECUTIVE PANELISTS
Vincent Micciche CEO, LifeMark Securities Corp.
Nancy Johnson Jones, Head of Advisory Compliance, Avantax WM
Peter Svorinic SVP & CCO, Moors & Cabot
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UPCOMING LIVE SUMMITS
"Digital Assets
in 2021"
"Wealth Accumulation for Financial Wellness"
"Better Data
Through Better
Document MGMT
"Maintaining & Trading a Balanced Alts Portfolio"
"1:1 Digital Marketing for Proven ROI"
"Implementing Better Cybersecurity Controls”
"Making the Case for Alts in Today's
Market"
"Innovations in Portfolio Insight & Rebalancing"
"Best Practices for Using Tech in Your Practice"
"Oil & Gas
Where Will It Go Next?"
"Building Value with an Integrated Tech
Stack"
"Harvesting the Benefits of Next
Generation Smart Forms
"Straight-thru Processing
for Alts"
"Using CRM as Your Golden Source of Data"
"Reaching New Clients with End-to-End Marketing"
"Solving for Reg BI Compliance with Tech"
"New Era of Education Funding Strategies"
