Looking Under the Hood of Hedge Fund Mgrs

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"An Operational Due Diligence review is best constructed in layers, rather than as a checklist driven pass/fail exercise." Scott Nussbaum, Cross Capital 

A Multi-dimensional Perspective On Regulatory Compliance

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"It is important to closely follow regulatory trends, both here & abroad, and compare notes with other industries & more innovative companies with similar compliance challenges to find best practices." - Don

Six Threats to Financial Advisor Relevance

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"What is certain is the continuation of technological advancement in hardware, software, and artificial intelligence is going to accelerate, not slowdown" - Bill Trigleth, Cannon Financial Institute

 

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