-
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.
January 22
-
Jacob Glick is accused of breach of fiduciary duty and misappropriating client funds, among other alleged misconduct.
January 22
-
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.
January 22
-
The CEO of three-generation family firm says they wanted to remove conflicts of interest and offer banking and trust services to clients.
January 22
-
SA Stone Wealth Management representative Gregory Frank Estes had already registered as a sex offender after a 2002 conviction, records show.
January 21
-
BNY Mellon’s custodian is growing, even as it loses some major clients amid industry consolidation.
January 21
-
Kathy Murphy played a key role in scaling the company’s retail advice channel.
January 21
-
President Biden has picked Allison Herren Lee, a member of the Securities and Exchange Commission, as the acting chair of the SEC, as nominee Gary Gensler waits in the wings as a more permanent chair once he is confirmed by the Senate.
January 21
-
"When you ask someone what their goals are for retirement in 10, 20 or 30 years, the truth is most people don’t even know what’s possible in the first place," Michael Kitces says.
January 21
-
The St. Augustine, Florida-based advisors specialize in high-net-worth families, business owners, executives and foundations.
January 21
