Breakout Sessions B

#1 - Cyber Security is front and center or should be. For an enterprise wealth firm (Hub and Spoke model) what is the ideal model for protecting the end investor? What does the home office own? What is left to the advisors? Provide your Top 6 needs to keep the investor customers and advisors safe, while also securing your home office and meeting/surpassing regulatory demands?

OR

#2 - Adding Advisors to firms is a great way to grow your firm. However, with new advisors come new products many times. As well, your existing advisors ask for new products. How do you decide if you will add to your product shelf? Do you charge, if so, how do determine how much? What does the due diligence process look like? Build out a framework that supports the process of product shelf management for your advisors.