To view this content, you need to sign in.
You should only be asked to sign in once. Not the case? Click here
Register now to access this content and more for free.
Life could be so less complicated if things aligned. Take the SEC’s new IA ad rule, which began this month, and GIPS 2020. They both provide guidance for how advisers should handle advertisements and performance presentations but, as you would expect, they don’t exactly agree all of the time, challenging firms that will rely on both
You should only be asked to sign in once. Not the case? Click here
Register now to access this content and more for free.
Copyright PEI Media
Not for publication, email or dissemination