#1 Create a program for education and protection for firm's data. The program should balance education with data security technology. Personas to be: included are Home Office, Advisors and their staff, and end customers.

#2 – With the explosion of AI, how do you think wealth firm suitability review and surveillance will change? Highlight ideal advances that can be made to improve suitability and surveillance which AI can potentially bring to the table. Additionally, with ever broadening product shelves how can oversight improve; especially given the expansion of data sources.