FIF has scheduled the next call for the TRACE Working Group for Tuesday October 10 at 2:30 pm ET. The Working Group will discuss (i) a draft letter to FINRA requesting confirmation that the TRACE ATS exemption does not impact TAF fees, and (ii) feedback from FIF members on the October 7 UAT testing for TRACE changes that go into production on November 6.
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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