The SEC Chair’s testimony before the Banking, Housing and Urban Affairs committee also touched on issues like crypto assets and climate risk disclosures for issuers.
As younger generations come into wealth and begin their search for an advisor, they will use the same digital means to find them that they use for any other service or product.
This webinar on Thursday, Sept. 16th at 3pm ET / 12pm PT, will provide an overview of the current muni landscape and suggested ideas to help advisors and their clients maintain their tax-exempt income stream.
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