The recipients of loans included Aspiriant and Riskalyze, who were two of the more than 660,000 businesses that received loans of $150,000 or greater, according to Treasury Department data.
CenterPoint Wealth Advisors' partners liked the fact that LPL doesn't sell proprietary products or investment banking products.
The model act is currently open for public comment until the end of the month, and if passed, it would be up to individual states to enact legislation.
The CFP Board's latest proclamation that it is going to finally get serious about enforcement rings hollow, says financial planner John Robinson.
Cy has been upgraded to include several separately managed account strategies.