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Listen "OnBord, Fidelity, Lili, Aca Group & National Society of Compliance Professionals"
Episode Synopsis
Financial services news for the week of October 31, 2025 included:Elevation Point Selects OnBord To Streamline Advisor Transitions, Accelerate Client OnboardingNew Fidelity Research Shows Women Embracing Financial Frugality, Prioritizing Long-Term SavingsLili, the Small Business Banking Platform, Unveils New Data from Accountant AI: Over Half of Small Business Owners’ Questions Are About TaxesFinancial Services Firms Rapidly Integrate AI, but Validation and Third-Party Oversight Still Lag, Survey Finds
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