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.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.
Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.
Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
