Lakeview Capital Partners, which manages $3.3 billion in client assets, received $581,000 and intends to apply for forgiveness next month, according to a newly updated Form ADV.
The company plans to close about a third of its 687 stores.
Changes apply to donations of cash and food inventory.
The closing of the Kalahari water park and resort triggered a default on a $347 million loan.
Five industry experts weigh in on how plan sponsors can navigate the regulatory challenges posed by the new SECURE and CARES acts.
Fidelity's new offerings and improvements to its advisor platform are meant to boost efficiency.
The Indianapolis-based firm with about $9 billion in assets under advisement intends to use the loan primarily to 'maintain headcount and compensation,' according to a new Form ADV.
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The bank is planning to start returning its workforce to offices in phases.