Schwab, Ameriprise, LPL Financial, inclusive leadership program and a new $1 billion firm

Trader Talk

Strategic Blueprint, a corporate RIA of SFA Partners, topped $1 billion in assets under management. Orion Advisor Solutions is allowing advisors who do pro bono work to use its Orion Planning tool for free. And Schwab is giving scholarships to improve diversity, equity and inclusion. Scroll through for a look at what happened this week in the world of financial advice.

Leave a Reply

Your email address will not be published. Required fields are marked *