FIF has scheduled a joint call for the Back Office Committee and the Digital Asset Securities Working Group for Tuesday January 6 at 2 pm ET to continue the discussion of the no-action letter granted by the SEC to DTC relating to the DTCC Tokenization Services.
POSTED Dec 29,2025
FIF has scheduled a joint call for the CAT Transaction Reporting and CAIS Working Groups for Wednesday January 7 at 2 pm ET. The Working Groups will discuss the first draft of an FIF comment letter in response to the recent rule filing by CAT LLC to reduce CAT operating costs.
POSTED Dec 29,2025
FIF has scheduled a call for the SLATE Working Group for Thursday January 8 at 11 am ET. The Working Group will continue its discussion of issues relating to SLATE implementation to raise with the SEC and FINRA.
POSTED Dec 29,2025
FIF has scheduled a call for the 24x7 Trading Working Group for Thursday January 8 at 1 pm ET. The Working Group will discuss the recent rule filings by the CTA/CQ Plans, the UTP Plan and Nasdaq relating to extended exchange trading hours.
POSTED Dec 29,2025
FIF has scheduled the January CAT Monthly Update Working Group call for Thursday January 8 at 2 pm ET. The Working Group will review guidance and updates from the CAT Plan Participants and FINRA CAT on CAT Transaction Reporting, CAT CAIS and CAT billing during the prior month. The Working Group will also review the current areas of focus for FIF members and the current open issues for CAT Transaction Reporting, CAT CAIS and CAT billing.
POSTED Dec 29,2025
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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