IN THE MEDIA

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IN THE MEDIA

High Velocity Radio

Leila Shaver and Author and Stand-Up Comic Anna Vocino

Stop Viewing Compliance as Your Business-Prevention Department

Episode 234 – Stop Viewing Compliance as Your Business-Prevention Department –– With Leila Shaver

Folio Institutional Interview - Part 1

Expert Interviews by Greg Vigrass, President of Folio Institutional

Folio Institutional Interview - Part 2

Expert Interviews by Greg Vigrass, President of Folio Institutional

Folio Institutional Interview - Part 3

Expert Interviews by Greg Vigrass, President of Folio Institutional

What RIAs Need to Know About the New Marketing Rules

With Leila Shaver and Mark Schatzow

New SEC Rules Allow Financial Advisor Testimonials

US News Article by Kate Stalter: Compliance experts say advisors must proceed with caution.

How Advisors Can Use Client Testimonials Under New SEC Rule

Advisors can now use client reviews in their marketing, but they should use caution, lawyers say.

D & I Panel Discussion - Women in Finance

Leila Shaver and others talk on success in the industry and diversity.

FinancialAdvisors.com Interviews Leila Shaver

Leila discusses what RIA Lawyer focuses on, the SCC Fiscal Year 2020 Report, the change of leadership within the SCC, and the possible changes coming in 2021.

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