FIF has scheduled two calls for the SLATE Working Group for this week. The first call will be on Monday September 22 at 11 am ET; the second call will be on Thursday September 25 at 11 am. FIF members will provide an update on recent discussions with FINRA to address challenges with SLATE reporting, as currently designed. The Working Group will also review a draft FIF letter to the SEC and FINRA relating to cumulative end-of-day reporting and other SLATE-reporting issues.
Wir bieten unseren Kunden mit nützlichen Informationen und Ratschläge, die sie benötigen, fundierte Entscheidungen zu treffen, ihre Ziele zu erreichen. Ob es sich um die Verwaltung von Kundeninvestitionen oder einen umfassenden Plan für sie zu schaffen und ihre Familie sind unsere zertifizierten Planern gewidmet mit einem außergewöhnlichen Service zu bieten.
Deshalb, im Laufe der Jahre konnten wir einen Ruf als einer der besten unabhängigen Beratern zu bauen. Wir verstehen die Bedeutung der Kunden auf dem richtigen Weg zum Erfolg bringen, und wir sind bereit, mit ihnen der Planung in allen Bereichen zu arbeiten.
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