FIF has scheduled a joint call for the Compliance and Surveillance Working Group and the TRF / ORF Working Group for Monday January 5 at 1 pm ET. The Working Groups will discuss whether the SIP dissemination of fractional share execution quantities (to be implemented on February 23, 2026) will impact broker-dealer obligations under the vendor display rule. If you would like to participate on this call and are not a member of either Working Group, please send a note to fifinfo@fif.com.
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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