Author Alec Cheung
Alec is a B2B marketing veteran with 20 years of experience in product marketing, product management, digital marketing, and SaaS. He has led marketing teams for a PE-backed fintech company with a successful exit as well as the world’s largest contact center outsourcer. He also serves on the Advisory Council for the Digital Marketing Program at the George Washington University School of Business.
Crunch Time: 10 Tips to Completing Your Form CRS
With every new regulatory policy or form, the first time implementing it is always challenging. There are no models to follow or examples to guide you. Fortunately for our readers, we’ve cleared away some of the high brush to give you a clearer path.
CCO Tech Launches Integrated Compliance Calendar
CCO Tech announces the release of its Compliance Calendar, the second module of an integrated web-based compliance system for small- and mid-sized registered investment advisers (RIAs).