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infographic

    FINRA Reg BI Checklist: 20 Compliance Requirements [Infographic]
    Business Development

    FINRA Reg BI Checklist: 20 Compliance Requirements [Infographic]

    written by FIG Marketing

    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) and their registered representatives need to account for in order to comply with the new “best interest” standard of conduct.

    Continue Reading
    FINRA Reg BI Checklist: 20 Compliance Requirements [Infographic] was last modified: July 23rd, 2020 by FIG Marketing
    July 23, 2020
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  • Product R + D

    Infographic: 7 Annuity Myths (And the Truths Behind Them)

    by Mark Stewart June 22, 2020

    Annuity myths have circulated inside financial (and client) circles for years. From misconceptions about what annuities are or how annuities address client issues, those who explore annuities for retirement planning may have…

    17 LinkedIn Facebook Twitter
  • Business DevelopmentProduct R + D

    Why Switch to e-Apps? [Infographic]

    by Mark Stewart May 13, 2020

    Switching to e-applications (e-apps) can open a financial professional’s eyes to the ease and simplicity of efficient business solutions in the digital age. Sort of like how my eyes were opened when…

    6 LinkedIn Facebook Twitter
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