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.
"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.
Elsewhere, Sanctuary Wealth recently attracted a $225 million team from Edward Jones in Colorado.
The giant hybrid RIA is elevating its appeal to advisors with a curated suite of alternative investment models, offering exposure to private equity, private credit, and real estate.
The $40 billion RIA firm's latest West Coast deal brings a veteran with over 25 years of experience to its legacy division for succession-focused advisors.
Invictus fund managers allegedly kept $10 million in plan assets after removal, setting off a legal fight that raises red flags for wealth firms.
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.
