Articles from Kreischer Miller’s Investment Industry Group

Click the links below to view the articles:

• Alternative to GIPS for Investment Performance Credibility
• SEC’s Proposed Safeguarding Rule – A Reconstitution of the Custody Rule As We Know It
• Recap of Valuation Drivers in an Investment Firm Presentation
• How to Prepare for a Successful GIPS Verification
• SEC’s Updated FAQs on Gross and Net Performance Under the Marketing Rule: Key Takeaways for Advisors