Lesson learned for Robert Joseph Kennedy III, a financial advisor in New York. Don’t break the rules when it comes to selling annuities, even if it seems like a minor infraction or your firm says it will be fine. FINRA works hard to make sure …
FINRA urges investors to look closely at their statements and ask questions about anything they don’t understand. According to a news release on their website, “FINRA issues (a) new investor alert to help investors understand their brokerage account statements.” It can be daunting for investors …
The FINRA Investor Education Foundation has redesigned their website helping consumers who are at risk of fraud, according to a FINRA News Release. Their Save and Invest website is not only geared towards the military and their families, but also other investors likely to experience …
The new generation of fixed index annuity products offer excellent guarantees with market downside protection, and they also have lower fees. Annuity FYI’s article “Fixed Index Annuities Getting a Fresh Look,” says that last year’s sales of $31.4 billion broke sales records for the second …
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