FIRST RATE & Meradia Webinar: SEC Marketing Rule

Webinar August 16, 2022

Meradia’s GIPS and Performance Regulation Practice Lead, Jonathan Boersma, CFA, joined First Rate’s webinar about how firms can adequately prepare operations and technology for the new SEC marketing rule.

View the webinar here:
https://firstrate.zoom.us/rec/share/DaPOFvItfX3TqhDpBEbvdlDZmmIIHUyGGMeNtQJjkomhshEJfXMTe-WILCd4-HPL.Fzbziy6y-kmmCPgG

First Rate provides innovative technology solutions to the wealth management industry.

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Associated Vendors: First Rate,  
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