Joseph M. Mannon, Shareholder in the Investment Services group of the firm, will be speaking at the Investment Adviser Association’s 2025 Investment Adviser Compliance Conference on March 7, in Washington, DC. He and his co-panelists will discuss trading issues for advisers, including handling obligations around the duty of best execution, trade aggregation and allocation, principal and cross trading, soft dollars and the provision of research, and wrap programs.
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