October 7, 2024 • 33 mins
In this episode host George F. Evans is joined by special guests Kathy Malone and Libby Toudouze of IQ-EQ.
Takeaways from this podcast include:
- An overview of IQ-EQ
- IQ-EQ 2023 Priorities'
- SEC Rule
- Custody Rule
- Service Provider Due Diligence
- ESG, Pricing Risk, and How IQ-EQ Helps Firm's with their ESG Strategy
- IQ-EQ's Biggest Opportunities and Challenges for the Remainder of 2023
Mark as Played
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