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Day: January 18, 2024

Navigating the Confluence: Reconciling the GIPS Standards with the SEC Marketing Rule 206(4)-1

Navigating the intricacies of financial regulations can be a challenge, especially with the recent update to the SEC Marketing Rule 206(4)-1. Reconciling this with the Global Investment Performance Standards (GIPS) requires attention to detail and a proactive approach. Let’s break down the top five things you need to focus on to ensure a seamless integration. […]

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