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Charitable Gift Annuities
Published on September 22, 2026
A multipurpose option for philanthropic clients
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Other news
FINRA Fines American Portfolios $1.6M, Alleging UIT Lapses
September 22, 2026
According to FINRA, three reps repeatedly recommended that clients sell unit investment trusts early and buy new ones, thereby racking up unnecessary fees for customers.
Tips From the Pros: Lewis Shouldn’t be a Loser
September 22, 2026
Charles A. Redd discusses Lewis v. Comm’r