To be a Medicare Agent's source of information on topics affecting the agent and their business, and most importantly, their clientele, is the intention of this site. Sourced from various means rooted in the health insurance industry - insurance carriers, governmental agencies, and industry news agencies, this is aimed as a resource of varying viewpoints to spark critical thought and discussion. We welcome your contributions.
Friday, September 24, 2021
Berthel Fisher latest to face penalty over fund charges
The SEC has been cracking down on disclosures
surrounding payments by funds to broker-dealers and RIAs. The agency
launched an initiative in February 2018 to target advisory firms that
recommended high-fee mutual funds.
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