Description
In the last two years, the Securities and Exchange Commission has proposed dozens of ambitious, complicated rules that go up against some powerful political constituencies. The upcoming election year could shake up the priorities of the rulemaking organization. In the meantime, drafted rules on artificial intelligence and climate disclosures hang in review.
What do investors need to keep an eye on as we head into 2024?
Aron Szapiro, Morningstar’s head of government affairs, sat down with the Big Picture in Practice podcast to share his perspective on SEC rulemaking.
Ramesh Poola, co-chief investment officer at Creative Planning, shares insights on how firms can prioritize client relationships while still achieving their growth objectives. Discover strategies that integrate client focus into every aspect of business development for long-term success.
Published 11/14/24
In a rapidly evolving investment landscape, the ability to adapt and innovate is crucial for success. Phil Huber, the Head of Portfolio Solutions at Cliffwater, offers valuable insights into his career journey and the strategies that have propelled him to the forefront of alternative investments.
Published 10/17/24