Independent Broker-Dealer Compliance Roundtable

Date
Time
On Demand
Location

Your desk!

Type
Webcast

Please join ACA for a webcast workshop designed to assist compliance professionals of independent broker-dealers in dealing with both current and unique regulatory challenges. Our industry-knowledgeable panelists will discuss topics relevant to this specific type of firm.

Discussion Topics:

  • Reg BI and State Fiduciary Activity
  • Cybersecuity
  • Sales to Seniors/Vulnerable Adults
  • Supervision
  • 529 Sweep