Conferences and Speeches

IAA Compliance Workshop Webinar, Marketing Rule

Thursday, September 12, 2024
04:00 PM - 04:50 PM Eastern Daylight Time

Nearly two years after the compliance date of the new Marketing Rule, advisers are still grappling with presentation of performance issues including composites, model fees, and predecessor performance as well as substantiation requirements. Join us at this IAA Compliance Workshop webinar to learn about the latest insights and trends.

CLE credit: CLE accreditation is pending in CA, GA, IL, MO, NE, NY, PA, and TX.