FIF has scheduled the next call for the TRACE Working Group for Thursday April 13 at 10 am ET. The Working Group will discuss TRACE reporting of the portfolio trade modifier, the importance of the MSRB enabling direct reporting if the MSRB intends to reduce the reporting timeframe for munis to one minute, and recent technical notices from FINRA relating to TRACE reporting for foreign sovereign bonds and other upcoming TRACE changes.
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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