THE 360 NEWSLETTER
Issue of December 14, 2023
Top news
Best practices
Holiday Virtual Cards and Email Banners
New Client Article
Year-End Procedure Reminder – Administrative Bulletin and Important Dates to Remember
Compliance
Fund Risk Rating Changes – Dynamic Funds
Industry news
It’s Beginning to Look a Lot Like Tax Season (PPI)
Investment Products & Platforms
Monthly Market Snapshot – December 2023