2006, Compliance and Strategic Planning - Financial Advisor Source

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor

Brown Advisory

APRIL 20, 2022

The Uniform Prudent Management of Institutional Funds Act (UPMIFA), 2 approved by the National Conference of Commissioners on Uniform State Laws in 2006, has had important effects on how charitable organizations manage their investment and endowment spending, with important considerations come audit time.

Investment Advisor

Investment Advisor Investing Investments Nonprofit

Transcript: Mike Green, Simplify Asset Management

The Big Picture

AUGUST 20, 2024

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. So any compliance people listening, I’m just spitballing here. The F, there is a subsequent change in 2006 called the Pension Protection Act. That’s Barry saying it. That’s not Mike.

Assets

Assets Management Portfolio Taxes

Financial Advisor Source

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor

Transcript: Mike Green, Simplify Asset Management

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