Award-Winning, Experienced AMLAW 100 Trained Financial Services/Wealth Management/Broker-Dealer/Banking Products (40 Acts, Contracts, Regulatory, Fund, Advisory, Alternatives), ERISA, Technology and Securities Attorney
Here is another more in-depth analysis of advisory account agreements for participants in the industry. https://lnkd.in/eQZ4GsqD
Learn how Forvis Mazars can help empower your institution’s mission through margin analysis: https://bit.ly/4dxVEc6
Learn how Forvis Mazars can help empower your institution’s mission through margin analysis: https://bit.ly/4dxVEc6
Learn how Forvis Mazars can help empower your institution’s mission through margin analysis: https://bit.ly/4dxVEc6
Learn how Forvis Mazars can help empower your institution’s mission through margin analysis: https://bit.ly/4dxVEc6
I help litigators and organizations resolve disputes efficiently and successfully | Mediator | Arbitrator I Ombudsperson
Use Benchmarking: Leverage Comparative Data In financial negotiations, leverage benchmarking as a powerful tool. Compare with similar cases to justify your offers. This approach not only provides a solid foundation for your arguments but also sets a realistic framework for the negotiation, helping parties see the rationale behind your figures. #Benchmarking #LegalNegotiation #EconomicAnalysis
Learn how Forvis Mazars can help empower your institution’s mission through margin analysis: https://bit.ly/4dxVEc6
I help litigators and organizations resolve disputes efficiently and successfully | Mediator | Arbitrator I Ombudsperson
Use Benchmarking: Leverage Comparative Data In financial negotiations, leverage benchmarking as a powerful tool. Compare with similar cases to justify your offers. This approach not only provides a solid foundation for your arguments but also sets a realistic framework for the negotiation, helping parties see the rationale behind your figures. #Benchmarking #LegalNegotiation #EconomicAnalysis
In industries where precision is key, minor discrepancies can lead to major financial losses and regulatory headaches. By outsourcing your measurement consulting to G&C Optimization, you gain access to our experts who utilize the latest technologies for accurate data collection and analysis. Elevate your standards today! 🔒💼
Take a look at a recent NAIC-related meeting that occurred in September, as well as an overview of reporting changes happening in the first quarterly statements of 2025. Read the update from our team at Forvis Mazars US here: https://lnkd.in/gNfM-DhS
Development Practitioner | Civil Society Specialist | Advocacy Strategist | Grant and Partnership Manager | TRCN Certified Trainer |AML/CFT Expert | Regulatory Compliance Expert | Project Manager
The 2024 Transparency and Integrity Index will be assessed across the 5 variables and 31 sub-variables. Here are the 5 thematic areas 👇🏻 You can access the methodology handbook here: https://bit.ly/44h24cQ @followers #transparencyandintegrityindex #FiscalTransparency