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Dave Ramsey and the multiple lawsuits he's facing
THE INVESTMENTNEWS PODCAST JUN 12, 2023
Dave Ramsey and the multiple lawsuits he's facing

Bruce and Jeff speak with Bob Smietana, national reporter at Religion News Service, about Christian radio host Dave Ramsey and the multiple lawsuits he's facing. They work through the question of how legally responsible Dave Ramsey is in these suits as someone considered a "financial guru."

$200 million team from Valic signs on with LPL
NEWS BROKER DEALERS JUN 12, 2023
$200 million team from Valic signs on with LPL

Rodney Van Buren and Whitney Colton have launched Van Buren Wealth Management in Melbourne, Florida.

10 IBDs that earned the most fees in 2022
NEWS BROKER DEALERS JUN 09, 2023
10 IBDs that earned the most fees in 2022

As independent broker-dealers’ shift toward fee revenue continued last year, here are the firms that earned the most in fees.

Southwestern Pennsylvania credit union moves to CUSO Financial Services from LPL
NEWS BROKER DEALERS JUN 07, 2023
Southwestern Pennsylvania credit union moves to CUSO Financial Services from LPL

Pittsburgh-based Clearview Federal Credit Unit has 117,000 members with more than $1.8 billion in assets.

The DO's and DON'Ts when you transition your book
GO RIA PODCASTS JUN 07, 2023
The DO's and DON'Ts when you transition your book

This week, Jeff and Chuck talk with Brian Hamburger about the DO's and DON'Ts regarding making your move from your broker-dealer to the RIA space. Learn how to put together a game plan for a smooth transition to independence.

Alternatives, mid- and small-cap stocks in focus, says Janus Henderson strategist
VIDEOS IN THE NASDAQ JUN 06, 2023
Alternatives, mid- and small-cap stocks in focus, says Janus Henderson strategist

Janus Henderson head of retail distribution Michael Schweitzer sits down with InvestmentNews anchor Gregg Greenberg to discuss the equity and bond strategies most demanded by clients and advisors.

Here's how C-Suiters feel about remote work, AI and 'Succession'
VIDEOS IN THE NASDAQ JUN 06, 2023
Here's how C-Suiters feel about remote work, AI and 'Succession'

World 50 CEO David Wilkie sits down with InvestmentNews anchor Gregg Greenberg to discuss how America's corporate executives are feeling about the economy, remote work, AI and HBO's 'Succession.'

Firm headed by former NFL player joins LPL from Lincoln Financial
NEWS BROKER DEALERS JUN 06, 2023
Firm headed by former NFL player joins LPL from Lincoln Financial

Newport, Kentucky-based Hoff Bujnoch & Associates is led by Digger Bujnoch and oversees $150 million in client assets.

Michael Kitces explains how to use AI to improve your advisory business
THE INVESTMENTNEWS PODCAST JUN 05, 2023
Michael Kitces explains how to use AI to improve your advisory business

Bruce and Jeff speak with forward thinker Michael Kitces, chief financial planning nerd at kitces.com. With ChatGPT pushing artificial intelligence into the mainstream, Michael walks us through how AI can complement your advisory services and how to integrate it.

Alex. Brown adds Morgan Stanley advisor managing $509 million
NEWS BROKER DEALERS JUN 05, 2023
Alex. Brown adds Morgan Stanley advisor managing $509 million

Miami-based Eva Marina Ovejero has more than two decades of experience.