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With the new rule 2111, brokers may be liable for their product and service recommendations which are part of a strategy. A strategy could include tax, retirement, investments, funds, or even estate planning. Therefore, a registered adviser may want to make better use of CPA advice or licensed attorneys. [11] "New FINRA Rule 2111 generally is ...
In the United States, an annuity is a financial product which offers tax-deferred growth and which usually offers benefits such as an income for life. Typically these are offered as structured products that each state approves and regulates in which case they are designed using a mortality table and mainly guaranteed by a life insurer.
Brajesh Chandra Mishra (29 September 1928 – 28 September 2012) was an Indian diplomat from the Indian Foreign Service and politician, best known for serving as Prime Minister Atal Bihari Vajpayee's principal secretary and India's first National Security Advisor from 1998 to 2004.
As of December 31, 2014, VALIC has more than $86 billion in total customer assets under management and manages plans for nearly 24,000 groups serving more than 2 million plan participants in 41,000 locations in the U.S. [citation needed] VALIC represents The Variable Annuity Life Insurance Company and its subsidiaries, VALIC Financial Advisors ...
The Principal Scientific Adviser (PSA) is the chief advisor to the Government of India on matters related to scientific policy. [1] It is currently a Cabinet Secretary level position created in 1999 by the Atal Bihari Vajpayee government. [2] The first appointed Principal Scientific Adviser was A. P. J. Abdul Kalam. [3]
Waddell & Reed Financial, Inc. was an American asset management and financial planning company founded in 1937 in Kansas City, Missouri.It was a publicly traded company from 1998 to 2021, and briefly had its headquarters in Overland Park, Kansas, and was planning a move back to Downtown Kansas City before the company was sold.
State Street Bank and Trust Company, more commonly known as State Street Global Services or simply State Street, is a subsidiary of State Street Corporation organized as a trust company based in Massachusetts specializing in services to mutual funds and their advisers, collective investment funds, corporate and public pension funds, insurance companies, operating companies and non-profit ...
Nripendra Misra (born 8 March 1945) is an Indian bureaucrat and civil servant.An Indian Administrative Service (IAS) officer of the 1967 batch from the Uttar Pradesh cadre, he served as the Principal Secretary to the Prime Minister of India, Narendra Modi from 2014 to 2019. [2]
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