SEC Exam Priorities 2023, Complex Products, Annuities, Non-Traded REITS

The SEC exam priorities for 2023 were announced by the Securities and Exchange Commission on Tuesday, and the exams are set to determine whether advisors follow the new disclosure rule and the best interests rule, among other things.  The SEC Exam Priorities 2023 focused on whether registered or investment advisors have proper policies and journals … Read more

Costco March 2023 Coupon Book, Check Coupon Code

The Costco March 2023 Coupon Book is now available, and it is filled with an impressive assortment of deals and discounts. This month’s book has a little something for everyone, from electronics to clothing, groceries to household essentials. The book is full of savings on popular brands such as Samsung, Apple, and Kirkland Signature, so … Read more