| | ADVANTAGE GROUP |
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| 1610 Des Peres Road, Suite 370
St. Louis, MI 63131
phone: 314-984-0028
Web: http://www.indexannuity.org/
Provides research and consulting services to insurance companies and financial service firms in all aspects of index annuities.
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| | AMERICAN BANKERS ASSOCIATION |
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| 1120 Connecticut Ave., NW
Washington, DC 20036
phone: 800-BANKERS
fax: 202-828-4540
Web: http://www.aba.com
Represents banks of all sizes on issues of national importance for financial institutions and their customers. Brings together all categories of banking institutions, including community, regional and money center banks and holding companies, as well as savings associations, trust companies and savings banks.
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| | AMERICAN BANKERS INSURANCE ASSOCIATION |
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| 1120 Connecticut Ave., NW
Washington, DC 20036
phone: 202-663-5163
fax: 202-828-4546
Web: http://www.theabia.com
A separately chartered affiliate of the American Bankers Association. A full
service association for bank insurance interests dedicated to furthering the policy and business objectives of banks in insurance.
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| | AMERICAN FINANCIAL SERVICES ASSOCIATION |
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| 919 18th St., NW, Suite 300
Washington, DC 20006-5517
phone: 202-296-5544
fax: 202-223-0321
Web: http://www.americanfinsvcs.com
The national trade association for market funded providers of financial services to consumers and small businesses.
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| | BANK ADMINISTRATION INSTITUTE |
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| One N. Franklin, Suite 1000
Chicago, IL 60606-3421
phone: Tel. 888-284-4078
fax: Fax. 800-375-5543
Web: http://www.bai.org
A professional organization devoted exclusively to improving the performance of financial services companies through strategic research and information, education and training.
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| | BANK FOR INTERNATIONAL SETTLEMENTS |
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| PO Box CH-4002
Basel Switzerland
phone: 41-61-280-8080
fax: 41-61-280-9100
Web: http://www.bis.org
An international organization which fosters cooperation among central banks and other agencies in pursuit of monetary and financial stability.
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| | BANK INSURANCE & SECURITIES ASSOCIATION |
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| 303 West Lancaster Ave., Suite 2D
Wayne, PA 19087
phone: 610-989-9047
fax: 610-989-9102
Web: http://www.bisanet.org
Fosters the full integration of securities and insurance businesses with depository institutions’ traditional banking businesses. Participants include executives from the securities, insurance, investment advisory, trust, private banking, retail, capital markets and commercial divisions of depository institutions.
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| | BANK INSURANCE MARKET RESEARCH GROUP |
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| 154 E. Boston Post Rd.
Mamaroneck, NY 10543
phone: 914-381-7475
Web: http://www.singerpubs.com
Provides market research and investment sales data to the bank and insurance industries,. based on in-depth surveys of depository and insurance entities augmented by analysis of government data.
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| | BANKINSURANCE.COM NEWSLETTER |
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| 823 King of Prussia Road
Radnor, PA 19087
phone: 610-254-0440
fax: 610-254-5044
Web: http://www.BankInsurance.com
A monthly electronic publication that distills the important news stories in the bank insurance and investment marketplace with information, impact and analytic benchmarking not found elsewhere.
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| | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. |
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| 1425 K Street, NW, Suite 500
Washington, DC 20005
phone: 202-379-2200
fax: 202-379-2299
Web: http://www.cfp.net/
Group whose mission is to create awareness of the importance of financial planning and the value of the financial planning process and to help underserved populations have access to competent and ethical financial planning.
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| | COLLEGE SAVINGS PLANS NETWORK |
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| PO Box 11910
Lexington, KY 40578-1910
phone: 859-244-8175
Web: http://www.collegesavings.org/
The College Savings Plans Network is an affiliate to the National Association of State Treasurers. It is intended to make higher education more attainable. The Network serves as a clearinghouse for information on existing college savings programs.
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| | COMMERCIAL FINANCE ASSOCIATION |
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| 225 West 34th St., Suite 1815
New York, NY 10122
phone: 212-594-3490
fax: 212-564-6053
Web: http://www.cfa.com
The trade group of the asset-based financial services industry, with members throughout the U.S., Canada and around the world.
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| | THE COMMITTEE OF ANNUITY INSURERS |
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| c/o Davis & Harman LLP, 1455 Pennsylvania Ave., NW, Suite 1200
Washington, DC 20004
phone: 202-347-2230
fax: 202-393-3310
Web: http://www.annuity-insurers.org
Group whose goal is to address federal legislative and regulatory issues relevant to the annuity industry and to participate in the development of federal tax and securities policies regarding annuities.
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| | COMMODITY FUTURES TRADING COMMISSION |
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| Three Lafayette Centre, 1155 21st St., NW
Washington, DC 20581
phone: 202-418-5000
fax: 202-418-5521
Web: http://www.cftc.gov
Independent agency created by Congress to protect market participants against manipulation, abusive trade practices and fraud.
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| | CONFERENCE OF STATE BANK SUPERVISORS |
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| 1155 Connecticut Ave., NW, 5th Fl.
Washington, DC 20036-4306
phone: 202-296-2840
fax: 202-296-1928
Web: http://www.csbs.org
National organization that advocates on behalf of the nation’s state banking system.
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| | CONSUMERS BANKERS ASSOCIATION |
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| 1000 Wilson Blvd., Suite 2500
Arlington, VA 22209-3912
phone: 703-276-1750
fax: 703-528-1290
Web: http://www.cbanet.org
This group is the recognized voice on retail banking issues in the nation's capital.
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| | DMA FINANCIAL SERVICES COUNCIL |
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| 1120 Avenue of the Americas
New York, NY 10036-6700
phone: 212-768-7277
fax: 212-302-6714
Web: http://www.the-dma.org
Integrates the direct marketing concept, its tactics and its practices with mainstream insurance and financial services marketing to create a strategic business synergism, a division of the Direct Marketing Association.
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| | EASTBRIDGE CONSULTING GROUP, INC. |
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| 50 Avon Meadow Lane
Avon, CT 06001
phone: 860-676-9633
Web: http://www.eastbridge.com
Provides consulting, marketing, training and research services to financial services firms, including those involved in worksite marketing and the distribution of individual and employee benefits products.
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| | EMPLOYEE BENEFIT RESEARCH INSTITUTE |
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| 1100 13th St. NW, Suite 878
Washington, DC 20005
phone: 202-659-0670
fax: 202-775-6312
Web: http://www.ebri.org
The Institute's mission is to advance the public's, the media's and policymakers' knowledge and understanding of employee benefits and their importance to the U.S. economy.
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| | FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC) DIVISION OF FINANCE |
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| 550 17th St., NW
Washington, DC 20429-9990
phone: 877-275-3342
Web: http://www.fdic.gov
The FDIC’s mission is to maintain the stability of and public confidence in the nation’s financial system. To achieve this goal, the FDIC has insured deposits and promoted safe and sound banking practices since 1933.
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| | FEDERAL FINANCIAL INSTITUTIONS EXAMINATION COUNCIL |
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| 2000 K St. NW, Suite 310
Washington, DC 20006
phone: 202-872-7500
fax: 202-872-7501
Web: http://www.ffiec.gov/
A formal interagency body empowered to prescribe uniform principles, standards, and report forms for the federal examination of financial institutions by the Board of Governors of the Federal Reserve System.
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| | FEDERAL RESERVE |
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| 20th St. and Constitution Ave., NW
Washington, DC 20551
phone: 202-452-3000
Web: http://www.federalreserve.gov/
Central bank of the United States, was founded by Congress in 1913 to provide the nation with a safer, more flexible, and more stable monetary and financial system.
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| | FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA) |
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| 1801 K St., NW Suites 300 & 800
Washington, DC 20006
phone: 301-590-6500
Web: http://www.finra.org/index.htm
Largest non-governmental regulator for all securities firms doing business in the United States. Created in July 2007 through the consolidation of NASD and the member regulation, enforcement and arbitration functions of the New York Stock Exchange.
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| | FINANCIAL MARKETS CENTER |
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| PO Box 23
Howardsville, VA 24562
phone: 434-286-4010
fax: 434-286-4014
Web: http://www.fmcenter.org
An independent, nonprofit institute that provides research and education resources to grassroots groups, unions, policymakers and journalists interested in the Federal Reserve System and financial markets.
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| | THE FINANCIAL PLANNING ASSOCIATION |
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| 4100 E. Mississippi Ave., Suite 400
Denver, CO 80246-3053
phone: 800-322-4237
fax: 303-759-0749
Web: http://www.fpanet.org/
Group whose primary aim is to foster the value of financial planning and advance the financial planning profession.
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| | FINANCIAL SERVICES COORDINATING COUNCIL |
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| 901 7TH St., 2nd Floor
Washington, DC 20001
phone: 202-315-5100
fax: 202-315-5010
Web: https://www.fsscc.org/fsscc/
A coalition—including the American Insurance Association, the American Council of Life Insurers, the American Bankers Association, the Securities Industry Association and the Investment Company Institute—that represents the diversified financial services industry.
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| | FINANCIAL SERVICES FORUM |
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| 601 Thirteenth St., NW Suite 750 South
Washington, DC 20001
phone: 202-457-8765
fax: 202-457-8769
Web: http://www.financialservicesforum.org
An organization of 20 chief executive officers of major U.S. financial services firms dedicated to the execution and coordination of activities designed to promote the development of an open and competitive financial services industry.
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| | FINANCIAL SERVICES INDUSTRY COUNCIL |
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| 2000 Pennsylvania Ave., NW, Suite 6000
Washington, DC 20006
phone: 202-777-5085
fax: 202-777-5100
A unique forum for insight into the financial services industry. Members gain access to the strategies and practices of the world’s leading financial institutions.
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| | THE FINANCIAL SERVICES ROUNDTABLE |
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| 1001 Pennsylvania Ave., NW, Suite 500 South
Washington, DC 20004
phone: 202-289-4322
fax: 202-628-2507
Web: http://www.fsround.org/
A forum for U.S. financial industry leaders working together to determine and influence the most critical public policy concerns related to the integration of the financial services.
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| | FUTURES INDUSTRY ASSOCIATION |
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| 2001 Pennsylvania Ave. NW, Suite 600
Washington, DC 20006
phone: 202-466-5460
fax: 202-296-3184
Web: http://www.futuresindustry.org
Association representative of all organizations that have an interest in the futures market.
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| | GLOBAL ASSOCIATION OF RISK PROFESSIONALS |
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| 111 Town Square Place Suite 1215
Jersey City, NJ 07310
phone: 201-719-7210
fax: 201-222-5022
Web: http://www.garp.com/index.asp
International group whose aim is to encourage and enhance communications between risk professionals, practitioners and regulators worldwide.
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| | THE HEDGE FUND ASSOCIATION |
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| 2875 NE 191st St., Suite 900
Aventura, FL 33180
phone: 202-478-2000
fax: 202-478-1999
Web: http://www.thehfa.org/
An international not-for-profit association of hedge fund managers, service providers and investors formed to unite the hedge fund industry and add to the increasing awareness of the advantages and opportunities in hedge funds.
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| | INSURANCE MARKETPLACE STANDARDS ASSOCIATION |
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| 4550 Montgomery Ave., Suite 700N
Bethesda, MD 20814
phone: 240-744-3030
fax: 240-744-3031
Web: http://www.imsaethics.org
A nonprofit, independent organization created to strengthen consumer trust and confidence in the marketplace for individually sold life insurance, long-term care insurance and annuities.
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| | INTERNATIONAL FINANCE AND COMMODITIES INSTITUTE |
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| 2, Cours de Rive
1204 Geneva, Switzerland
phone: 41-22-312-5678
fax: 41-22-312-5677
Web: http://riskinstitute.ch
Nonprofit foundation created with the objective of promoting global understanding of commodity trading as well as financial futures and options.
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| | INTERNATIONAL SWAPS AND DERIVATIVES ASSOCIATION |
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| 360 Madison Ave., 16th Floor
New York , NY 10017
phone: 212-901-6000
fax: 212-901-6001
Web: http://www.isda.org
The association’s primary purpose is to encourage the prudent and efficient development of the privately negotiated derivatives business.
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| | INVESTMENT COMPANY INSTITUTE |
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| 1401 H St., NW
Washington , DC 20005
phone: 202-326-5800
Web: http://www.ici.org
The national association of the American investment company industry.
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| | KEHRER-LIMRA |
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| 300 Day Hill Road
Windsor, CT 06095-4761
phone: 860-298-3910
fax: 860-298-9555
Web: http://www.kehrerlimra.com/
Consultant focusing on the financial services marketplace. Conducts studies of sales penetration, profitability, compensation and compliance.
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| | MICHAEL WHITE ASSOCIATES |
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| 823 King of Prussia Road
Radnor, PA 19087
phone: 610-254-0440
fax: 610-254-5044
Web: http://www.bankinsurance.com
Consulting firm that helps clients plan, develop and implement bank insurance sales programs. Conducts research on and benchmarks performance of bank insurance and investment fee income activities.
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| | THE MONEY MANAGEMENT INSTITUTE |
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| 1140 Connecticut Ave., NW, Suite 1040
Washington, D.C. 20036-4001
phone: 202-822-4949
fax: 202-822-5188
Web: http://www.moneyinstitute.com/
National organization for the managed account solutions industry, represents portfolio manager firms and sponsors.
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| | MORTGAGE BANKERS ASSOCIATION OF AMERICA |
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| 1331 L Street, NW
Washington, DC 20006-3404
phone: 202-557-2700
Web: http://www.mbaa.org/
Represents the real estate finance industry.
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| | MORTGAGE INSURANCE COMPANIES OF AMERICA (MICA) |
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| 727 15th St., 12th Fl.
Washington, DC 20005
phone: 202-682-2683
fax: 202-393-5557
Web: http://micanews.com
Represents the private mortgage insurance industry. MICA provides information on related legislative and regulatory issues, and strives to enhance understanding of the vital role private mortgage insurance plays in housing Americans.
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| | MUSEUM OF AMERICAN FINANCIAL HISTORY |
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| 48 Wall Street
New York , NY 10005
phone: 212-908-4110
fax: 212-908-4601
Web: http://www.financialhistory.org
An affiliate of the Smithsonian Institution, the museum is the nation’s only independent public museum dedicated to celebrating the spirit of entrepreneurship and the democratic free market tradition.
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| | NATIONAL ASSOCIATION FOR FIXED ANNUITIES |
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| 2300 E. Kensington Blvd.
Milwaukee, WI 53211
phone: 414-332-9306
fax: 415-946-3532
Web: http://www.nafa.us/
Promotes the growth, acceptance and understanding of annuity and life products; provides educational and informational resources.
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| | NATIONAL ASSOCIATION FOR VARIABLE ANNUITIES |
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| 11710 Plaza America Dr., Suite 100
Reston, VA 20190
phone: 703-707-8830
fax: 703-707-8831
Web: http://www.navanet.org
Promotes the growth, acceptance and understanding of annuity and variable life products to retirement-focused Americans; provides educational and informational resources.
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| | NATIONAL ASSOCIATION OF FEDERAL CREDIT UNIONS |
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| 3138 10th St. North
Arlington, VA 22201-2149
phone: 800-336-4644
fax: 703-524-1082
Web: http://www.nafcunet.org/
Trade association that exclusively represents the interests of federal credit unions before the federal government and the public.
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| | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS |
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| 2901 Telestar Court, PO Box 12012
Falls Church, VA 22042-1205
phone: 877-TO-NAIFA
Web: http://www.naifa.org/
Professional association representing health and life insurance agents.
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| | NATIONAL ASSOCIATION OF INVESTMENT PROFESSIONALS |
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| 12664 Emmer Place, Suite 201
St. Paul, MN 55124
phone: 952-322-4322
Web: http://www.naip.com/
Promotes the interests and the image of its financial professionals members, and encourages and facilitates higher levels of competency in members so that they may better serve the investing public.
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| | NATIONAL ASSOCIATION OF MORTGAGE BROKERS |
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| 7900 Westpark Dr., Suite T309
McLean, VA 22102
phone: 703-342-5900
fax: 703-342-5905
Web: http://www.namb.org
National trade association representing the mortgage broker industry; promotes the industry through programs and services such as education, professional certification and government affairs representation.
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| | THE NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS |
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| 3250 North Arlington Heights Road, Suite 109
Arlington Heights, IL 60004
phone: 847-483-5400
fax: 847-483-5415
Web: http://www.napfa.org/
Organization of fee-only financial planning professionals serving individuals and institutions.
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| | NATIONAL CREDIT UNION ADMINISTRATION |
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| 1775 Duke St.
Alexandria , VA 22314-3428
phone: 703-518-6300
fax: 703-518-6660
Web: http://www.ncua.gov
An independent agency in the executive branch of the federal government responsible for chartering, insuring, supervising and examining federal credit unions.
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| | NATIONAL FUTURES ASSOCIATION |
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| 300 S. Riverside Plaza, #1800
Chicago, IL 60606-6615
phone: 312-781-1300
fax: 312-781-1467
Web: http://www.nfa.futures.org
Industrywide self-regulatory organization for the commodity futures industry.
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| | NATIONAL REVERSE MORTGAGE LENDERS ASSOCIATION |
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| 1400 16th St., NW, Suite 420
Washington, DC 20036
phone: 202-939-1760
Web: http://www.nrmlaonline.org
The group educates consumers about the opportunity to utilize reverse mortgages and trains lenders to be sensitive to the needs of older Americans.
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| | OFFICE OF THRIFT SUPERVISION |
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| 1700 G St., NW
Washington, DC 20552
phone: 202-906-6000
Web: http://www.ots.treas.gov/
The primary regulator of all federal and many state-chartered thrift institutions, which include savings banks and savings and loan associations.
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| | OPTIONS INDUSTRY COUNCIL |
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| One North Wacker Dr., Suite 500
Chicago, IL 60606
phone: 800-678-4667
Web: http://www.optionscentral.com
Nonprofit association created to educate the investing public and brokers about the benefits and risks of exchange-traded options.
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| | PENSION RESEARCH COUNCIL |
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| The Wharton School of the University of Pennsylvania, 3620 Locust Walk, 3000 Steinberg Hall - Dietrich Hall
Philadelphia, PA 19104-6302
phone: 215-898-7620
fax: 215-573-3418
Web: http://www.pensionresearchcouncil.org/about/
Organization committed to generating debate on key policy issues affecting pensions and other employee benefits.
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| | RETIREMENT INCOME INDUSTRY ASSOCIATION |
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| 101 Federal St., Suite 1900
Boston, MA 02110
phone: 617-342-7390
fax: 617-342-7080
Web: http://www.riia-usa.org/
Financial services industry association focusing on the financial and public policy issues related to the income needs of retirees. Members include insurance companies, banks, securities firms and others.
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| | SECURITIES AND EXCHANGE COMMISSION |
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| 100 F St., NE
Washington, DC 20549
phone: 202-942-8088
Web: http://www.sec.gov/
Primary mission is to protect investors and maintain the integrity of the securities markets.
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| | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION (SIFMA) |
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| 120 Broadway, 35th Floor
New York, NY 10271-0080
phone: 212-313-1200
fax: 212-313-1301
Web: http://www.sifma.org/
Association bringing together the shared interests of securities firms to accomplish common goals.
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| | SNL FINANCIAL LC |
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| One SNL Plaza, PO Box 2124
Charlottesville , VA 22902
phone: 434-977-1600
fax: 434-977-4466
Web: http://www.snl.com
Research firm that collects, standardizes and disseminates all relevant corporate, financial, market and M&A data as well as news and analytics for the industries it covers: banking, specialized financial services, insurance, real estate and energy.
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| | SOCIETY OF FINANCIAL SERVICES PROFESSIONALS |
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| 17 Campus Blvd., Suite 201
Newtown Square, PA 19073-3230
phone: 610-526-2500
fax: 610-527-1499
Web: http://www.financialpro.org/
Advances the professionalism of credentialed members with state-of-the-art resources to serve their clients’ financial needs.
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| | TOWERGROUP |
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| Two Charles River Place, 63 Kendrick St.
Needham, MA 02494-2708
phone: 781-292-5200
fax: 781-449-6982
Web: http://www.towergroup.com/
Research and advisory firm focused exclusively on the global financial services industry.
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| | VARDS/MORNINGSTAR, INC. |
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| 225 West Wacker Dr.
Chicago, IL 60606
phone: 312-696-6000
Web: http://corporate.morningstar.com
Software technology and research data firm that helps annuity manufacturers, distributors, and financial advisors implement new technology and business practices in the sale and servicing of annuities.
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