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The first $125 million was sent to investors in April of this year. The SEC expects the third disbursement to be made before Sept. 30.
To date, the SEC has distributed more than $1.8 billion in fair funds to investors.
During the opening session of Financial Planning's second annual ADVISE AI Conference, the chief financial planning nerd at Kitces.com took stock of where advisors are, and aren't, adopting the technology in their practices.
Resources and personal connections offer significant advantages. But financial advisors and other experts say they only get new RIAs part of the way.
The increased sophistication that cyber attackers are getting from technology requires more frequent updates to cybersecurity defenses, according to cyber insurance experts.
Larry Sprung wasn't looking for love (authors), but he wound up finding a great set of clients.
Public-sector pensions are shifting more risk onto employees through hybrid designs, variable contributions and COLA changes, transforming retirement planning for millions.
The choice of buyer and the price get the most attention, but a possible merger of equals and the technology side of the transition could loom large in the strategy.
