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91	MAKING A WILL AND WHY IT MATTERS A few people are said to delight in rewriting their wills with great frequency, but for most of us writing or revising a will is something that tends to go to the bottom of the to-do list Add to Reading List Source URL: www.afhifs.co.uk Language: English Common law Economy Law Finance Equity Inheritance Trust law Intestacy Tax Estate tax in the United States Independent Financial Adviser
92	OMB APPROVAL OMB Number: Estimated average burden hours per response Add to Reading List Source URL: cdn.batstrading.com Language: English - Date: 2016-07-15 13:45:03 Finance Money Economy Exchange-traded funds VanEck IShares U.S. Securities and Exchange Commission SPDR Index fund Financial adviser Securities Exchange Act Securities regulation in the United States
93	E-mail FacsimileorModel Portfolio Investment Form Classic Investment Plan A copy of this form must be sent to STANLIB and the Financial Adviser must also retain a Add to Reading List Source URL: www.stanlib.com Language: English - Date: 2016-06-21 10:27:26 Economy Finance Money STANLIB Investment Financial services Financial markets Financial adviser Investment fund Portfolio manager
94	THOSE EUREKA MOMENTS INFORMATION // JULY 2016 It must be in our D.N.A. - we are constantly looking to improve our offering for professional intermediaries and their clients. By bringing our institutional investment dis Add to Reading List Source URL: www.7im.co.uk Language: English - Date: 2016-07-22 05:47:27 Economy Finance Money Financial services Moneyfacts Citywire Investment Defaqto Financial adviser Investment management Star Suffolk Life
95	Requesting an Appointment with an Advisor Add to Reading List Source URL: web.csulb.edu Language: English - Date: 2016-04-28 12:54:14 Adviser Occupations Point and click Password
96	Policy for Non-Pooled Accounts August 2015 Approved by the Investment Committee August 11, 2015 Approved by the Board of Trustees October 6, 2015 Add to Reading List Source URL: www.cftampabay.org Language: English - Date: 2015-11-23 13:57:48 Economy Finance Money Investment Financial services Investment policy statement Registered Investment Adviser Investment fund Adviser Financial adviser Investment management Community foundation
97	TIAA-CREF Advisor Services Working with an Independent Fiduciary Advice Model TIAA-CREF recognizes the importance of independent financial advisors and the value they bring to clients who are saving for retirement and ot Add to Reading List Source URL: www.tiaa.org Language: English - Date: 2016-02-21 00:04:30 Economy Finance Money Financial services Personal finance Andrew Carnegie TIAA Registered Investment Adviser Financial markets Financial adviser Fiduciary Pension
98	Any specific investment-related queries or concerns should be directed to a fully qualified financial adviser. WWW.BLUEANDGREENTOMORROW.COM JANUARY 2016 Add to Reading List Source URL: 3hky4v206jda3tityl3u622q.wpengine.netdna-cdn.com Language: English - Date: 2016-01-08 08:33:34 Economy Finance Money Exchange-traded funds Social finance Social responsibility Funds IShares Socially responsible investing Undertakings for Collective Investment in Transferable Securities Directive Corporate social responsibility Companies listed on the Toronto Stock Exchange
99	Independent Registered Municipal Advisor Certificate June 20, 2016 Texas State University System has retained an independent registered municipal advisor. Texas State University System is represented by and will rely on Add to Reading List Source URL: gato-docs.its.txstate.edu Language: English - Date: 2016-08-07 04:36:10 Local government in the United States Municipal bond Adviser Security Rusk Economy
100	Regulatory Considerations for SEC Registered Municipal Advisors By Matthew C. Boba A Add to Reading List Source URL: www.chapman.com Language: English - Date: 2016-07-28 12:30:08 Economy Finance Money Self-regulatory organizations Municipal Securities Rulemaking Board U.S. Securities and Exchange Commission Registered Investment Adviser Municipal bond Financial adviser DoddFrank Wall Street Reform and Consumer Protection Act Electronic Municipal Market Access Financial Industry Regulatory Authority

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