EVP, Product Strategy Featured in AdvisorHub - PreciseFP

EVP, Product Strategy Featured in AdvisorHub

HOLMDEL, New Jersey – June 28, 2024 – EVP, Product Strategy, Richard Thoeny featured in recent AdvisorHub article, “Data Governance and Privacy, Among SEC Examination Priorities for 2024 – Is Your Firm Ready?”

Click here to read full article.

Media Contacts:

Ryan George

Chief Marketing Officer



Ideas You Can Use

Stay updated with the latest insights, tips, and best practices for financial advisors on the PreciseFP blog.

Level Up Your Financial Advising Game

Understand what makes your clients comfortable (or uncomfortable) with financial risks with our how-to guide.