For the week of August 29 FIF has cancelled the regularly-scheduled Wednesday and Friday calls on CAT CAIS and the regularly-scheduled Wednesday call on CAT Transaction Reporting. FIF has scheduled a call for Wednesday August 31 at 2 pm ET to discuss whether firms include the mark-up, mark-down or commission when reporting the “price” field in CAT Allocation events. If you are interested in participating on this call, please send a note to fifinfo@fif.com, and we will include you on the invite.
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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