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Advisor Denika Tokunaga’s family was impacted directly by the racial wealth gap in inner city Baltimore. She opens up about fighting to overcome her circumstances and change her life’s path.
The multiday program will include the traditional WealthStack and Inside ETFs events, as well as RIA EDGE, designed for executives and advisors at growth-oriented registered investment advisory firms.
According to the commission, Intervest International failed to disclose that more affordable, but otherwise identical, fund alternatives to one advisor's recommendations were available for clients.