Investment Management Bookmark has been added
Navigating what’s next
As the June 30, 2020, deadline to implement the SEC's Regulation Best Interest (Reg BI) rule gets closer, firms are focused on rule compliance and dealing with the related implementation challenges. What are recent developments of interest? Participants will be able to describe where the industry generally is with respect to Reg BI compliance, consider the key issues and implementation challenges, and describe considerations for developing solutions.
2020 investment management outlook: Crossing boundaries
January 22, 2020
Investment management year-end tax update
December 3, 2019