Leila Shaver knows compliance for a wealth management company is not a simple task and requires specialized knowledge. That’s why she founded My RIA Lawyer, an outsourced agency focused on navigating the legal complexities of the RIA space. A self-labeled “compliance nerd,” Leila uses her background to serve a range of clients, from start-ups to established firms with billions in assets under management.
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Listen to Leila share her insights on compliance in 2024, and how your firm can stay educated and in the clear with changes.
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