On December 23, 2021, FIF submitted a comment letter on a rule filing submitted by FINRA to the SEC (SR-FINRA-2021-030) to require firms to report new modifiers for delayed Treasury spot trades and portfolio trades that are reported to TRACE. FIF would like to thank the members of the TRACE Working Group for their contributions in the drafting of the comment letter.
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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