Positioning you for Success: New Funds Launch and TCR Insights
Duration: 1 hour
Learn how to take advantage of our latest investment solutions while preparing for the rollout of Total Cost Reporting in 2027. We'll introduce our new funds, review the upcoming Total Cost Reporting (TCR) statement, and showcase our dynamic TCR platform to help you effectively communicate with clients.
November 12, 2026 | |
1:00 pm (EST) | |
Virtual |
Speakers
Paul Kagan
Sales director, Investments
Jess Thorgeirson
Sales director, Investments
Learn more about the event
Learn how to take advantage of our latest investment solutions while preparing for the rollout of Total Cost Reporting in 2027. We'll introduce our new funds, review the upcoming Total Cost Reporting (TCR) statement, and showcase our dynamic TCR platform to help you effectively communicate with clients.