Tech Spotlight Series - Ep. 3: Technology Roadmap
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Description
Our host Tara Wells, Director of Business Initiatives at RBC Clearing & Custody sits down with Noel Stave, Chief Operating Officer at RBC Clearing & Custody to discuss our long-term technology roadmap and current technology initiatives. The purpose of these calls are to highlight key resources available to investment professional through a clearing & custody relationship with RBC. These recording are for financial professional use only and not intended for end investor use. The content of this recording is for informational, internal use only by RBC Clearing & Custody firms and their Financial Professionals, and must not be construed as investment advice, or an offer to buy or sell securities or any products or services mentioned. The views and opinions of guests on this program are not necessarily those of RBC Clearing & Custody, LLC or its affiliates. RBC Clearing & Custody reserves the right to change the contents of this presentation, its policies and procedures, and individual program services and requirements without notice. Employees of broker-dealer and RIA firms are responsible for following their firm’s policies and procedures, including, but not limited to those pertaining to suitability and communications with the public. The recording is for informational purposes only and should not be considered tax advice. Please consult a tax and/or financial professional for advice specific to your individual circumstances. RBC Clearing & Custody, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.
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