The names and addresses of loan recipients under $150,000 were not disclosed, but it may point to the amount of assistance that went to help smaller firms with lower profits and number of employees.
In this webinar on July 28, we'll offer guidance, best practices, and actionable recommendations for implementing a financial planning service at your firm. Join the discussion for key takeaways such as a step-by-step process for creating a financial plan, including fee structure.
A U.S. District Court entered final judgements against former deVere CEO Benjamin Alderson and a former manager, Bradley Hamilton. Alderson was ordered to pay a total $400,000 in disgorgement, prejudgment interest and civil penalties, while Hamilton owes $350,000.
