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5266   Managing Financial Intermediaries: Challenges & Opportunities (2015) 30 Jan 2:00PM 3:00PM January Tuesday 13 2015
Given the challenges and complexity of managing financial intermediaries, intermediary oversight remains an increasing area of focus for the SEC, fund boards and most fund companies. Ken Larsen from Boston Financial Data Services will review the results of Boston Financial’s 4th Annual Financial Intermediary Administration Survey of mutual fund companies, share insights into how the industry is addressing the challenges of financial intermediary oversight, and discuss tools that can be assembled to better manage the overall compliance and operational obligations.
 
This webinar will be broadcast live from 2:00 to 3:00 Eastern time on Tuesday, January 13, 2015.
 
To receive member pricing, login to the site before clicking register.  If you need assistance, call the Forum at (202) 507-4488
         
Tuesday, January 13, 2015
2:00 pm - 3:00 pm
Forum Webinar Series      
Ken Larsen
Vice President, New Business Development
Boston Financial Data Services
 
Michael J. McNeill
Managing Director, Financial Intermediary Administration
Boston Financial Data Services
$100
Free
W   Jan January Tuesday 13 2015     0.0000 0.0000
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