The regulator's update to its targeted sweep of firms’ dealings with social media influencers offered suggestions that may be difficult for broker/dealers to fulfill, according to one securities attorney.
Are your clients seeking tax-advantaged retirement solutions? There’s one that many advisors often overlook — and which can deliver the higher retirement income many clients prefer.
Big financial institutions don’t feel the need to offer competitive rates on certificates of deposit, which are universally below the world’s safest asset: Treasury bills.
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