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.
Now, more than ever, it is critical to meet your clients’ demands for more transparency and personalized information.Join this webinar for a discussion on how wealth managers are evolving to support growing client expectations.
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.
