Webinars With Industry Experts
How To Perform Due Diligence On Alternative Investments And Provide Transparency To Your Clients
Jason Sharfman of Corgentum Consulting LLC., which specializes in due diligence of alternative investments, explains that lax RIAs could face the risk of liability and are vulnerable to lawsuits by clients unless they tighten alternative investment due diligence. Sharfman discussed key measures that advisors should take when performing due diligence on alternative investments so that they can better protect their clients.
Please note: due to a technical problem, only the Q&A portion of this session is available in the replay.
This webinar is approved for IMCA CE credit. IMCA ID is 12A4AI001
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Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
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