4/2/2025: Compliance: Review and adapt to compliance updates, including E&O coverage changes. Presentation by SEI: structured referral program, Growth Lab, platform for scalability and growth opportunities, factor investing strategies. Peri Notes: Click here to download the PDF 3views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Apr You may also like 45:47 1/16/2025: Compliance – Staff email requirements and updated tax forms. Business – Innovate updates and the latest Dashboard updates. A presentation by Neuberger Berman. 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jan 48:04 1/9/2025: First Connections Call of 2025. A quick recap of 2024 and noteworthy 2025 items. 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jan «1234Page 4 of 4
