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compliance

    Answers to Your Reg BI Questions [Infographic]
    Business Development

    Answers to Your Reg BI Questions [Infographic]

    written by FIG Marketing

    The Regulation Best Interest, or Reg BI, effective date was June 30, 2020.

    As financial professionals and advisors continue to dip their toes in the new compliance-laden waters, the question is still swirling around: What is Reg BI?

    Continue Reading
    Answers to Your Reg BI Questions [Infographic] was last modified: July 31st, 2020 by FIG Marketing
    July 31, 2020
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  • Business Development

    FINRA Reg BI Checklist: 20 Compliance Requirements [Infographic]

    by FIG Marketing July 23, 2020

    The FINRA Reg BI checklist is…encompassing to say the least. Taken effect on June 30, 2020, the new FINRA Reg BI standard – along with Form CRS – outline what broker-dealers (BDs)…

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  • Business Development

    2019 FINRA and SEC Examination Priorities

    by Paul Van Ginhoven March 12, 2019

    This post on 2019 FINRA and SEC examination priorities sets to help you avoid a nightmare. One of the least favorite activities a firm goes through is a regulatory examination. Broker-dealers (BDs)…

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Let love rule today and always. Happy #ValentinesD Let love rule today and always. Happy #ValentinesDay to you and yours! ๐Ÿ’˜
๐Ÿšจ New episode! ๐Ÿšจ Sheryl J. Moore, the chief ๐Ÿšจ New episode! ๐Ÿšจ

Sheryl J. Moore, the chief storyteller at Wink, Inc. and president and CEO of Moore Market Intelligence, joins us on #RetirementInsideOut today.

She's providing some fresh new outlooks on:
โ€ข How rate changes are affecting #FixedInsurance
โ€ข The regulation changes that'll affect the industry going forward
โ€ข Why #Annuities are becoming a hot-ticket product

๐ŸŽ™๏ธ Tune in wherever you go for podcasts or click the ๐Ÿ”— in our bio!
Have you heard our #RetirementInsideOut podcast wi Have you heard our #RetirementInsideOut podcast with @mkitces yet?

We tackle:
- Landing new clients
- Todayโ€™s fast-changing environment
- And a possible retirement dilemma?

Tune in now wherever you listen to #podcasts or click the link in our bio! ๐Ÿ”— 
โ€ข
โ€ข
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#FinancialPlanning #FinancialProfessionals #FinancialPlanner #FinancialIndependence #Retirement #RetirementPlanning #RetirementGoals #NewPodcast #Podcast #Podcasts
Join us today in honoring the life and legacy of D Join us today in honoring the life and legacy of Dr. Martin Luther King Jr. #MLKDay
WE. ARE. LAUNCHED.

๐™๐™š๐™ฉ๐™ž๐™ง๐™š๐™ข๐™š๐™ฃ๐™ฉ ๐™„๐™ฃ๐™จ๐™ž๐™™๐™š ๐™Š๐™ช๐™ฉ is our all-new podcast that dives deep into thoughtful discussions about how you can meet and exceed the demands of todayโ€™s retirement industry.

Listen to our first guest episode with @mkitces today!

๐—ฆ๐˜‚๐—ฏ๐˜€๐—ฐ๐—ฟ๐—ถ๐—ฏ๐—ฒ ๐—ป๐—ผ๐˜„ ๐˜„๐—ต๐—ฒ๐—ฟ๐—ฒ๐˜ƒ๐—ฒ๐—ฟ ๐˜†๐—ผ๐˜‚ ๐—น๐—ถ๐˜€๐˜๐—ฒ๐—ป ๐˜๐—ผ ๐—ฝ๐—ผ๐—ฑ๐—ฐ๐—ฎ๐˜€๐˜๐˜€!ย ๐Ÿ‘‡

Apple Podcasts:ย apple.co/3qgG8t8
Google Podcasts:ย bit.ly/35Csw3p
Spotify:ย spoti.fi/3smt0Ve
Stitcher:ย bit.ly/3qgHJip
Amazon Music:ย amzn.to/3bA64eV
TuneIn:ย bit.ly/3sm2U4B
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#FinancialPlanning #FinancialProfessionals #FinancialPlanner #FinancialIndependence #Retirement #RetirementPlanning #RetirementGoals #NewPodcast #Podcast #Podcasts
Hey, we did it. We got past 2020 together. Here's Hey, we did it. We got past 2020 together.

Here's to fresh starts and a new year! Welcome, 2021. ๐Ÿคฉ ๐ŸŽ‰  #HappyNewYear
Season's greetings from FIG! We hope you and your Season's greetings from FIG! We hope you and your family have a #MerryChristmas and a happy holiday season! ๐ŸŽ„ โ„๏ธ ๐ŸŽ…
Gobble, gobble, eat 'til you wobble! ๐Ÿ˜‹ ๐Ÿฝ๏ธ Gobble, gobble, eat 'til you wobble! ๐Ÿ˜‹ ๐Ÿฝ๏ธ 
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We hope you and your family have a safe and healthy Thanksgiving this year! ๐Ÿฆƒ #HappyThanksgiving
Our latest Connections magazine has the info and i Our latest Connections magazine has the info and insights you can use to keep your firm growing into 2021 and beyond. Head to FIGMarketing.com/Blog now to read!
Want to take advantage of all #ContentMarketing ha Want to take advantage of all #ContentMarketing has to offer your business, but too busy to write it yourself? Contact your private client group or head to the FIG Agent Portal to learn about our all-new ๐™ˆ๐™ค๐™ฃ๐™ฉ๐™๐™ก๐™ฎ ๐˜พ๐™ค๐™ฃ๐™ฉ๐™š๐™ฃ๐™ฉ ๐™‹๐™–๐™˜๐™ ๐™–๐™œ๐™š๐™จ ๐™›๐™ค๐™ง ๐™‡๐™š๐™–๐™™ ๐˜พ๐™–๐™ฅ๐™ฉ๐™ช๐™ง๐™š!
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