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The "reverse churning" case highlights the regulatory gap investors can fall into when moving between brokerage and advisory relationships.
September 12
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Advisors can guide clients on taxes, financing, buying versus leasing and how to boost their negotiating power.
September 12
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Michael Poveda is a partner at
UHY who has over 24 years of professional experience providing accounting, assurance and advisory services to clients in various industries. He advises clients on important issues and trends impacting businesses, including complex financial reporting matters, structured transactions, risk management and performance improvement. His areas of expertise include SEC, U.S. GAAP and IFRS reporting, internal controls, risk management, corporate finance and governance.September 12
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The offering comes amid a slowdown in large insitutional investors' funding of private credit and equity.
September 12
