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Reading for Financial Planners (August 29-30 weekend)

28, 2020 02:59 pm 0 Comments CATEGORY: Weekend Reading august

Benefit from the present installment of “Weekend studying For Financial Planners” – this week’s version commences using the big industry news that the SEC has updated the Accredited Investor guidelines, decreasing to boost the income and web worth thresholds but expanding the meaning of whom takes its “sophisticated” investor to incorporate economic advisors by themselves… permitting a person with a show 7, 65, or 82 permit to help you to be involved in personal market opportunities on their own (though nevertheless definitely not on the behalf of their customers, unless their customers still qualify underneath the more ‘traditional’ measures). Continue reading