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.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
