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Ritholtz Wealth Management was one of several firms to disclose it received a Paycheck Protection Program loan to help with expenses amid the coronavirus pandemic, according to Form ADVs submitted to the SEC.
A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Janine Firpo, a retired international development executive in Oakland, Calif.
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 juggle is real—especially in lockdown. Three mothers at financial advisory firms open up about the pitfalls and perils of working from home with kids.