FIF would like to thank all those who attended the FIF CAT roundtable on Wednesday, June 17. Specific topics included testing, resource management, best practice guidance, and a preview of Phase 2c - 2e deliverables. Panelists included Shelly Bohlin, FINRA CAT; Ron Veith, JP Morgan; Dave Emero, Goldman Sachs; Ron Jordan, Kingland Systems; Mike Major, SIG; Will Leahey, Refinitiv; Mark Hendrickson, D.A. Davidson; and Merissa Billingsley, Fidessa. Please find the recording of the webinar here.
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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