More than a month has passed since the 4 November compliance date for the Securities and Exchange Commission’s (SEC) Modernized Marketing Rule for Investment Advisers (the Marketing Rule or the Rule), and many in the industry...more
AGENDA -
Overview of GIPS Standards -
Goals of CFA Institute for GIPS 2020 Exposure Draft -
Proposed Material Changes to GIPS Standards -
Impact of GIPS 2020 Proposals on Market Participants -
...more