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How to achieve ROI from compliance at your wealth management firm


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For many firms in our highly-regulated industry, the bureaucracy of compliance can become a bottleneck for efficiency and performance. We believe that compliance can be effective, efficient and deliver ROI while meeting your clients’ and regulator’s expectations. Join us for a webinar to learn how to make your compliance investment a bridge, not a barrier, to practice management success.

Highlights include: 


  • Common challenges of compliance programs
  • Strategies for overcoming compliance barriers and achieving ROI
  • Example cases of avoidable inefficiencies
  • Live Q&A with AdvisorEngine’s Chief Legal Officer, a veteran CCO

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