Join Susan Silma, Co-Founder of CRM2 Navigator, as moderator for IE’s CRM2 Breakfast Seminar. The CRM2 expert panel will discuss hot button issues, the impact on advisors, and future opportunities/challenges. > Register now
The final stages of CRM2 are now underway. Investment firms and their advisors still have many questions about this fundamental regulatory shift. At the same time, securities regulators are moving forward with more significant changes that will alter your client relationships. Get practical, hands on advice about CRM2's final rules, and find out how CRM2 will fit with what's coming next — from banning embedded fees to a new "best interests" standard.