Choosing the Right RIA Compliance Partner in 2025 | SurgeONE.ai

Missed our 30-minute expert panel? No worries, catch the full recording below and skim the highlights to get the key takeaways in minutes. The session, “Expert Panel: Choosing the Right RIA Compliance Partner in 2025,” ran on August 20, 2025 and brought together Mimi LeGaye (President & Co-Founder, MGL Consulting) and Sid Yenamandra (Founder & CEO, Surge Ventures) for a practical, no-fluff briefing on how RIAs should evaluate compliance partners this year.