Bloomberg
Waingart and Luke groups will open office for firm in Greenville, S.C.
Shares in the fund will be available only to institutional buyers.
The Democratic presidential candidate's 2005 book, 'All Your Worth,' popularized a simple budget plan: 50% on needs, 30% on wants and 20% on savings.
Bobby Wayne Coburn declined to appear at hearing looking into allegations.
South Texas Money Management has 60 employees and offices throughout Texas.
Combined RIA firm will have nearly $1 billion in discretionary assets.
James L. Beyersdorf also will disgorge $232,000 and pay $189,000 in fines.
To transfer retirement funds, John Tillotson faked identity in call to mutual fund company.
Roger Owens agrees to $10,000 fine and to return almost $60,000 in commissions.
Highlander Financial Group, based in Rockville, Md., is led by a former pro baseball player.
