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Regulation Best Interest passes SEC
- June 5, 2019
- Posted by: Grant Cox
- Category: Blog, News, Regulation
No CommentsThe Securities and Exchange Commission (SEC) voted 3-1 to pass the Regulation Best Interest rules this morning, along with a few other proposals making up its “advice-standards package.” …
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FINRA and the SEC: Regulators of the Financial Services
- January 30, 2019
- Posted by: Grant Cox
- Category: Blog
The financial services industry is perhaps the most regulated in the United States, and for good reason…
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What’s up with the Prenup? Prenuptial Agreement Basics
- November 23, 2018
- Posted by: Grant Cox
- Category: Blog, Marriage
If you’re married, there’s a good chance you’re already familiar with what a prenuptial agreement is. If you’re divorced, it’s likely you’re perhaps too familiar with what it is…
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Using Facebook as a Financial Professional: Creating and Engaging
- October 9, 2018
- Posted by: Grant Cox
- Category: Blog, Marketing, Social Media
If you have a company Facebook page with information about your business, congratulations! You’re well on your way to becoming a Facebook aficionado …
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Getting Started with Facebook as a Financial Professional
- October 4, 2018
- Posted by: Grant Cox
- Category: Blog, Marketing, Social Media
Today, we’re going to talk about Facebook and how you can start using it to improve your career as a financial professional. I’m sure most of you—if not all—are familiar with Facebook and its wondrous ability to connect friends, family, acquaintances, and, well, complete strangers, but you may not be as familiar with the value Facebook can offer your business …