Reviews written by marjannem206

Practical Tips For RIAs To Move To The Cloud Compliantly

Webinars

marjannem206 April 19, 2012
(Updated: April 19, 2012)

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Very helpful information. Well presented.

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Cloud Computing For RIAs: Compliance Tips And Practical Considerations When Moving Client Records

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marjannem206 March 29, 2012
(Updated: March 29, 2012)

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Very helpful information. Well presented.

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2012 Compliance Priorities For RIAs

Webinars

marjannem206 January 05, 2012
(Updated: January 05, 2012)

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I enjoyed the discussion afterward and would like to listen to the recorded version again.

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2011 Compliance Planning

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marjannem206 December 16, 2010
(Updated: December 16, 2010)

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Good information overall. The state transition did not involve me so of course i thought that went on too long. Dont know what you do about that but...

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