Value this! Hot Topics in Valuation for RIAs

Did you miss our 60 – minute webinar this week on Hot Topics in Valuation for RIAs?

Key topics discussed:

  • Overview of the SEC’s valuation requirements
  • The SEC’s recent deep dive into RIA’s valuation methodology and actual practices
  • Urgent valuation implications in connection with the SEC’s new liquidity rule
  • Recent SEC valuation related enforcement cases


  • Click below to access the full presentation.

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