Surveillance in 2026: The Top 3 Things to Know

From: September 24, 2026
If surveillance has been sitting on the back burner, or you just haven’t had time to see what’s changed, this is a good place to catch up. We’ll talk through the top 3 surveillance areas firms are rethinking this year, and what it actually looks like to handle them well day-to-day.
 
Bring your questions. We’ll leave time for them.
Speakers
Nora Gallegos
Nora Gallegos
Financial Planning Thought Leader, Docupace
Ben Feinauer
Ben Feinauer
Director of Product Integration, Docupace
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