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News + Insights - Compliance

Thursday, February 11 2021

Preparing for Regulation Best Interest Exams in 2021

As 2021 starts, we’ve experienced almost a full year of living in a pandemic. Work processes have hopefully streamlined and improved, as you’ve developed ways to work around social/physical distancing... [...]
Monday, February 8 2021

Testimonials in Social Media

Do testimonials work? The data says they do across many industries, and it’s because people are so connected. Ninety-two percent of buyers read testimonials online before making a purchase, and... [...]
Tuesday, February 2 2021

Countdown to Implementation

Have you selected a new SaaS solution for your compliance team? After all the conversations and reviews and vetting, you’ve signed the deal and are ready to put that new... [...]