Wealth Compliance Leaders

Wealth Compliance Leaders featuring Victoria Bello, Product Manager at RIA in a Box

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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    


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    Wealth Compliance LeadersBy InvestorCOM Inc.
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