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The U.S. Small Business Administration released a one-page form aimed at simplifying the process of applying for forgiveness of Paycheck Protection Program loans, along with newly revised and updated forms to meet the requirements of the latest stimulus legislation.

Jacob Glick is accused of breach of fiduciary duty and misappropriating client funds, among other alleged misconduct.

Biden’s Treasury secretary pick promised to “work with members of Congress” to decide whether the HNW will be protected from any reversal of Trump tax cuts.

Firms are bracing for tougher times in Washington, where Democrats skeptical of large financial-industry paychecks are ascendant.

Dan Reed is Managing Director at American Family Ventures, the company’s venture capital arm. Dan has worked as a strategy consultant with the Boston Consulting Group and in various strategic roles at American Family. He has experience as a principal in two start-up companies. Additionally, his work history includes hospital administration at the Mayo Clinic in Rochester, Minnesota, and a career as a professional baseball player with the Baltimore Orioles. Dan holds an MBA with a concentration in strategic management from the University of Chicago and an undergraduate degree from Stanford University.

The CEO of three-generation family firm says they wanted to remove conflicts of interest and offer banking and trust services to clients.

Matt Burley is an audit & assurance partner, and Sean Torr is a risk & financial advisory managing director, at Deloitte & Touche LLP.

Jussi Karjalainen is the Founder and Managing Partner of Valta Technology Group (Valtatech).

Erin Kilmer-Neel is executive director and chief impact officer of Beneficial State Foundation, a nonprofit that owns Beneficial State Bank.

Jasen Meece is CEO of Cloudentity.