Wealth Compliance Leaders

Wealth Compliance Leaders featuring Mike Lubansky from RIA in a Box

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In today’s conversation, we're joined by Mike Lubansky, Director of Product at RIA in a Box. Specifically, Mike will chat about  

  • What interested him about the intersection of regulations, technology and financial advice 
  • The top things he would do to transform our industry 
  • Some best practices for dealing with regulatory change, and what role does tech play in adapting to new regulations  
  • The role technology plays in helping firms and advisors fulfill their regulatory requirements * and much more...  


    •  == For more information ==  

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    ...more
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