Five advisers from underrepresented groups have been selected to receive more than $50,000 in scholarships from advisor coach Stephanie Bogan.
The recipients of the “I Am Limitless” diversity scholarships are Rosario Chacón of Wealth-Source Financial; Jessie Lee Washington of Eagle Strategies; Nicole Middleton Holloway of Strategy Squad; Danna Jacobs of Legacy Care Wealth; and Timothy P. Pope of Cetera Investors.
The scholarship recipients will be able to take part in the programs offered by Bogan and her firm, Limitless Advisor Coaching, based in Park City, Utah.
Summit Financial unveiled a suite of eight new tools, including AI lead gen and digital marketing software, while MassMutual forges a new partnership with Orion.
A new analysis shows the number of actions plummeting over a six-month period, potentially due to changing priorities and staffing reductions at the agency.
The strategic merger of equals with the $27 billion RIA firm in Los Angeles marks what could be the largest unification of the summer 2025 M&A season.
Report highlights lack of options for those faced with emergency expenses.
However, Raymond James has had success recruiting Commonwealth advisors.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
