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Sam Deleo is director of content marketing for Tucker Advisors, a Colorado-based national marketing organization and leading wholesale distributor of annuities and life insurance products to top independent agents nationwide.

Amy Young leads Microsoft's industry advisory efforts in the wealth management sector.

With a 30-year career spanning equity research, management consulting and business development, she helps the world's largest firms harness the latest technology to achieve their business goals and democratize access to advice.

Rob DiMase is the chief revenue officer and partner at Sentinel Group.

While these generated a flood of initial interest, broad adoption of these digital assets in portfolios will take some time.

LPL Financial also pulls advisors from Raymond James, and Raymond James draws from Merrill. Osaic meanwhile appoints a chief financial officer.

So far, around 150 federal disaster declarations have already been announced for 2024, involving 44 states, two territories, and half a dozen Native American tribes or bands.

In court response, LPL warns victory for Ameriprise would "chill" advisors' ability to move from one independent broker-dealer to another.

Everyone agrees that the anticipated insolvency in 2035, is a problem, but the answers to how to fix it are anything but unified.

In a recurring pattern, Ameriprise again accuses its industry rival of encouraging a recently recruited advisor to "harvest" and bring over confidential client information.