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Securities and Exchange Commission fines nine RIAs
Other - SEPTEMBER 13, 2024

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Securities and Exchange Commission fines nine RIAs

by Andrea Zander

The Securities and Exchange Commission has ordered nine RIAs to pay a combined total of $1.24 million in civil penalties over allegations that their advertisements contained “untrue or unsubstantiated statements of material fact or testimonials, endorsements, or third-party ratings that lacked required disclosures,” reported the Financial Advisor.

Those charged included Abacus Planning Group and TS Bank, doing business as Callahan Financial Planning.

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