Wealth Compliance Leaders featuring Victoria Bello, Product Manager at RIA in a Box
Update: 2022-07-05
Description
In today’s conversation, we're joined by Victoria Bello, Product Manager at RIA in a Box. You’ll get a chance to hear about Victoria’s background and her thoughts on the intersection of compliance and technology in the wealth management industry.
In this episode, Victoria discusses:
- What interested her about the intersection of regulations, technology and financial advice
- What role do she believes technology plays in helping firms and advisors fulfill their regulatory requirements
- The top things she would do to transform the wealth industry
- Best practices for dealing with regulatory change, and the role tech plays in adapting to new regulations
== For more information ==
InvestorCOM Website: https://investorcom.com/
InvestorCOM Social Media:
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LinkedIn: https://www.linkedin.com/company/investorcominc
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