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Securities – Investment Advisers Act – FIAs | Massachusetts Lawyers Weekly

Securities – Investment Advisers Act – FIAs | Massachusetts Lawyers Weekly
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Judge Says SEC Annuity Suit Doesn't Supersede State Law

A Massachusetts federal judge on Thursday denied a dismissal bid by investment adviser Jeffrey Cutter and his firm against the U.S. Securities and Exchange Commission's suit alleging he lied about commissions he was earning off clients' annuity plans, saying the regulator adequately claimed that Cutter failed to make required disclosures to clients. ....

Katryna Perera , Exchange Commission , Jeffrey Cutter ,

Judge allows SEC annuity fraud allegations against advisor to proceed

Judge allows SEC annuity fraud allegations against advisor to proceed
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Fiduciary rule goals look suspiciously similar to SEC agenda, analyst says

Fiduciary rule goals look suspiciously similar to SEC agenda, analyst says
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NAFA Enters the Game, Files Amicus Brief in SEC v. Cutter | Carlton Fields

On August 23, 2023, the National Association for Fixed Annuities (NAFA) filed an amicus brief in the case of SEC v. Cutter Financial Group LLC in federal district court in Boston. The. ....

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