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March 30, 2023
On 15 February 2023, the Securities and Exchange Commission (SEC) announced a proposed overhaul of the custody framework for SEC-registered investment advisers (investment advisers)....
March 27, 2023
Advisors may want to deepen their use of model portfolios for clients, but client buy in isn't always easy -- these tips can help.
March 1, 2023
The SEC on Feb. 15, 2023, announced new proposed obligations for registered investment advisers concerning custody of investor assets. Although the rule is only in proposed form, given...
January 3, 2023
2022 was a great year for Kohle Capital Markets and they would like to take this opportunity to thank their employees who have worked hard to make things happen. They also acknowledge the amazing opportunities presented through the partnerships and sponsorships made through the year.
November 22, 2022
SEC required to adopt Regulation S-ID by a provision in 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act, amended provision of Fair Credit Reporting Act of 1970 FCRA to add SEC and Commodity Futures Trading Commission to federal agencies must have red flag rules
November 1, 2022
Dan Palmer Editorial Manager for Client Accounts, Special Projects at The insidethegames.biz Magazine, recently wrote this article which Iām sharing today as my Black Belt Blog for this week.
November 1, 2022
Hingham, Mass (PRWEB) November 01, 2022 -- HINGHAM, Mass., November 1, 2022 -- Wellness Workdays, a leading provider of workplace wellness programs, announces
July 29, 2022
/PRNewswire/ -- 160 Driving Academy is hosting a Virtual Career & Hiring Fair from August 1st to August 5th. We are hiring nationally for roles across all...
June 21, 2022
Kenes Group has announced its new Chief Executive Officer (CEO) and management team.