Clip: COVID’s Effect on New Product Release
In this clip, Mike Huisman (Senior Vice President/Director of Transfer Agency, UMB Fund Services) and Stacy Chitty (Managing Partner, Blue Vault) discuss the activity level of new product introductions.
Click here to watch the full episode.
This podcast is not intended for the general public; it is intended for viewers who are financial professionals that are either registered with FINRA broker dealers or are registered investment advisers.
Blue Vault has been an important partner to Geneos in providing us and our advisors pertinent information about non-traded products and the industry as a whole. The annual BD Summit is a valuable due diligence experience for any broker dealer."