Please join IBDC Alliance member, Barry Temkin, partner, and Kate E. Digeronimo, partner at Mound Cotton Wollan & Greengrass LLP, on April 7 as they moderate Ethical Concerns for BDs
new standards of conduct bring new challenges
ensuring you fulfill your obligations to both sides of a house divided
this necessary Safe Harbor option to protect vulnerable adults has a few traps for the well-meaning advisor
balancing the competing interests of customer protection and avoiding workplace discrimination
If you would like to join IBDC-RIAC Alliance Members at the April 10, 2024 Yankees vs Marlins baseball game, Yankee Stadium 7:00 pm, please send Lilian Morvay a message at: Lilian@IBDCconsulting.com and she will send you an invitation.
The following IBDC-RIAC Alliance Members will be your hosts:
