During our FIF Data & Technology Committee call this Wednesday 4/24, IHS Markit will present the spotlight topic this month, focusing on Artificial Intelligence in the Banking Industry. The spotlight topic will be presented by Don Tait, who co-authored the report. Please contact the program office at fifinfo@fif.com if you are interested in joining this meeting.
POSTED Apr 22,2019
On Tuesday, April 16th, FIF attended an in-person meeting with FINRACAT/SROs to discuss CAT connectivity, submission and security. FIF reviewed the content of that meeting during the Wednesday, April 17 CAT Working Group Meeting, but if your firm was unable to attend and would like further information, please contact the program office at fifinfo@fif.com.
POSTED Apr 22,2019
FIF met with the SEC Division of Trading and Markets Staff on Rule 606 on Thursday, April 11th. FIF discussed several remaining challenges with respect to the implementatation of Rule 606. If you would like more detail on the content of FIF's meeting with the Commission, please send an email to fifinfo@fif.com
POSTED Apr 15,2019
FIF is pleased to announce that BMO Capital Markets has joined the FIF Community.
POSTED Apr 15,2019
On Tuesday, April 2, FIF submitted a Comment Letter to the SROs focusing on the current CAT implementation schedule. The letter raised a several remaining risks with respect to the current implementation milestones and proposed an alternative implementation schedule. To view the letter, please click here.
POSTED Apr 08,2019
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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