Equitable SEC Settlement (#229)

from Teach and Retire Rich · host Dan Otter, PhD and Scott Dauenhauer, CFP®

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

Episode metadata supplied by the publisher feed · Published Aug 5, 2022

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Equitable SEC Settlement (#229)

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