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Raymond James rolls out new option for fee-only advisers
NEWS RIAS MAY 12, 2022
Raymond James rolls out new option for fee-only advisers

The firm’s Corporate Registered Investment Advisor model provides support and resources for independent adviser representatives who are exclusively fee-based.

Emigrant Partners buys minority stake in $6.8 billion Australian financial advice firm
NEWS INDUSTRY NEWS MAY 12, 2022
Emigrant Partners buys minority stake in $6.8 billion Australian financial advice firm

Emigrant's investment will support the next phase of growth for Koda Capital; the stake represents Emigrant's first direct partnership outside the US.

Kestra adds Envestnet’s retirement solutions
RETIREMENT RETIREMENT PLANNING MAY 11, 2022
Kestra adds Envestnet’s retirement solutions

Plan advisers will be able to use Envestnet's retirement plan tools on the Kestra platform.

FPA creates certificate course in college planning
YOUR PRACTICE PRACTICE MANAGEMENT MAY 11, 2022
FPA creates certificate course in college planning

The Financial Planning Association's four-hour course is intended to help advisers assist families with education decisions.

10 IBDs with the highest portion of female reps
NEWS BROKER DEALERS MAY 11, 2022
10 IBDs with the highest portion of female reps

Women are underrepresented in the advice industry, but at some independent broker-dealers, they make up a significant portion of the producing reps.

CI Private Wealth applies for trust company charter in South Dakota
NEWS RIAS MAY 10, 2022
CI Private Wealth applies for trust company charter in South Dakota

The move will allow CI Financial to provide trust solutions to high-net-worth and ultra-high-net-worth clients.

Carson acquires $800 million team in Connecticut
NEWS RIAS MAY 10, 2022
Carson acquires $800 million team in Connecticut

Karn Couzens & Associates is based in Farmington and led by Robert A. Karn and Jeffrey P. Couzens.

Behind the scenes at T3 with Ryan Neal
THE INVESTMENTNEWS PODCAST MAY 10, 2022
Behind the scenes at T3 with Ryan Neal

Bruce and Jeff reconnect with InvestmentNew's very own technology editor, Ryan Neal, as he dives into the T3 conference in Texas. The guys discuss what Ryan's been doing during his hiatus from InvestmentNews, his big plans now that he's back, and the misleading bro culture of Silicon Valley. 

Nominations due for the Advisor Podcast Awards
NEWS INDUSTRY NEWS MAY 10, 2022
Nominations due for the Advisor Podcast Awards

InvestmentNews is partnering with FiComm on the Advisor Podcast Awards, and the deadline for nominations is Friday.

Cetera adds $300 million team from Mass Mutual
NEWS ADVISOR MOVES MAY 10, 2022
Cetera adds $300 million team from Mass Mutual

Skafco, based in Dublin, Ohio, is led by Rod Skaf and Wayne Niles.