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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.
This timely eBook provides a powerful roadmap for helping clients mitigate uncertainty in an unstable market, work toward their goals, and stay focused on their long-term objectives amid the current global health crisis.