RESTREAM
"How Reg BI Impacts the Use of Risk
Profiling Programs”
GUEST SPEAKER
Yon Perullo
Chief Executive Officer
RiXtrema
<-- CLICK VIDEO TO ADJUST
VOLUME ON TOOLBAR
ON DEMAND
CLICK TO WATCH
UPCOMING LIVE SUMMITS
"Real Estate Investing
in 2021"
"Wealth Accumulation for Financial Wellness"
"Better Data
Through Better
Document MGMT
"Crypto for
"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"
