The Dangers of Ignoring a Portfolio’s Uncompensated Risk | PFP learning library webcast archive
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The Dangers of Ignoring a Portfolio’s Uncompensated Risk | PFP learning library webcast archive

1 year ago · 1 hour 39 min watch

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CPAs who provide investment advisory services and CPAs who assist clients with oversight and due diligence of their investment advisers need to know how to manage uncompensated risk. Uniform acts and Restatements of Trust Law clearly state the legal requirements for managing uncompensated risk. Yet most advisers, including most CPAs breach this fiduciary duty simply because they don’t know about the applicable laws or how to implement them. This webcast has been designed to give CPAs the knowledge and

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