Latest News for: pfs

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WILLIAMS: How to monitor and manage risk in your portfolio

McAlester News-Capital 22 Mar 2025
Risk” is a difficult word to define. It has gradation in its meaning dependent upon the person who is interpreting it. What may seem risky to one person may be an opportunity for growth to another. I always state that ... .
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PFS adds 10 summer roadshows

Financial Planning Today 20 Mar 2025
The Personal Finance Society (PFS) has launched 10 summer roadshows to be held in May and June across 10 UK locations ... Carla Brown, President of the PFS, said ... Financial Planners can book onto the roadshows on the PFS website.
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Monthly Portfolio Investments Report (Form NPORT-P) (PFS Funds)

Public Technologies 13 Mar 2025
) UNITED STATES. SECURITIES AND EXCHANGE COMMISSION. WASHINGTON, DC 20549. FORM NPORT-P ... NPORT-P ... a. Name of Registrant PFS FUNDS ... PFS Funds ... PFS Funds published this content on March 13, 2025, and is solely responsible for the information contained therein.
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PFS publishes Consumer Duty good practice guide

Financial Planning Today 12 Mar 2025
The guide has been produced to consolidate the PFS’ resources to support financial advisers with evidencing compliance ... Carla Brown, President of the PFS, said ... "The PFS Good Practice Guide on Complying ...
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WILLIAMS: Practical strategies to reduce your taxes

McAlester News-Capital 09 Mar 2025
Spring is in the air. Birds are singing, flowers are blooming and the IRS is calling. I may be a little ahead of the springtime season but it is that time of year that U.S. citizens file their annual income ... .
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Amendment to Information Required of Brokers and Dealers (Form X-17A-5/A) (PFS Investments Inc)

Public Technologies 03 Mar 2025
Name of Broker-dealer PFS INVESTMENTS INC ... financial statement and supporting schedules pertaining to the firm of PFS INVESTMENTS INC., as of 12-31-2024, are true and correct ... PFS Investments Inc.
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