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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.

Rep managing $510 million goes indie with LPL
NEWS ADVISOR MOVES MAY 10, 2022
Rep managing $510 million goes indie with LPL

Peter Carmack exits Wells Fargo and sets up shop as Carmack Capital Management in Lees Summit, Missouri.

Ameriprise recruits $450 million team from UBS
NEWS ADVISOR MOVES MAY 10, 2022
Ameriprise recruits $450 million team from UBS

Christine Gustafson and her team at Phoenix Wealth Management are based in Phoenix, Arizona.

Duo managing $380 million at Wells Fargo Advisors joins Commonwealth
NEWS ADVISOR MOVES MAY 10, 2022
Duo managing $380 million at Wells Fargo Advisors joins Commonwealth

Dana Pollard and Justin Mishacoff of Woodbury, Minnesota-based Lumitas Wealth Strategies join the firm’s network of independent advisers.

Raymond James adds $376 million Merrill adviser
NEWS ADVISOR MOVES MAY 10, 2022
Raymond James adds $376 million Merrill adviser

Michael Anania formed The Anania Group of Raymond James in Dublin, Ohio, along with two staff members.

Target-date funds continue to be 401(k) favorites
RETIREMENT RETIREMENT PLANNING MAY 09, 2022
Target-date funds continue to be 401(k) favorites

Participants in their 20s have more than half their retirement plan assets in the funds, a study by ICI and EBRI shows.

Transamerica offers absence-management tool
YOUR PRACTICE FINTECH MAY 09, 2022
Transamerica offers absence-management tool

Effort will help client companies manage disability leaves, other workplace absences and reduce administrative burden for human resources staff.

Advisor Group adds two execs to leadership team
YOUR PRACTICE PRACTICE MANAGEMENT MAY 09, 2022
Advisor Group adds two execs to leadership team

Dimple Shah is named executive vice president of corporate strategy and Iryna Northrip becomes chief compliance officer for investment advisory.