Equitable SEC Settlement (#229)

05/08/2022 40 min Temporada 9 Episodio 229
Equitable SEC Settlement (#229)

Listen "Equitable SEC Settlement (#229)"

Episode Synopsis

Fifty million more reasons to hate Equitable Financial after the Securities and Exchange Commission fined the firm $50 million for "materially misleading statements and omissions concerning investor fees." We discuss settlement and ask the question: Why would any school district continue to let this firm sell financial products to its employees? SEC Settlement Announcement Learned by Being Burned Meridian Wealth Management 403bwise.org