Join us for our next webcasts, which will feature these topics:
|June 24||The Role of the Fiduciary
As a fiduciary holding the responsibility for managing somebody else’s money, you have been placed in a position of trust. You are being asked to manage an investment process to make sound investment decisions. Join this webcast for a discussion about the role of the fiduciary with Michelle Logue, Chief Compliance Officer at Lockwood Advisors, Inc. and Gene Maloney, Executive Vice President and Corporate Counsel at Federated Investors, Inc.
Pershing does not provide legal or tax advice. This seminar is not intended to provide such advice regarding a client’s specific situation.
Tuesdays at 4:15 p.m. (ET)