Advisor Group said Tuesday morning that a team of RBC Capital Markets advisors with $250 million in client assets, led by Tom Delich, last month joined Financial Dimensions Group, which is affiliated with Royal Alliance Associates Inc., one of eight broker-dealers in the network.
Financial Dimensions Group, based in suburban Minneapolis, is one of the largest firms affiliated with Advisor Group, with more than 60 financial professionals managing over $4.2 billion in total client assets, according to the company.
Delich had worked at RBC for almost 23 years, according to his BrokerCheck report.
"We are excited to partner with Financial Dimensions Group and look forward to all the benefits of being part of Advisor Group," Delich said in a statement.
The team at New Brighton, Minnesota-based Delich Wealth Management includes advisor Ben Freeby and staffer Mary Farnham.
Advisor Group announced last month that it will merge its eight affiliated broker-dealers under a single, yet-to-be named brand in a process that will take two years.
Edwin Lickiss earlier admitted that he defrauded at least 93 victims of over $9.5 million from 1998 through 2024.
New research shows Americans want control over their money but lack the confidence to take action – and advisors are the bridge.
Retire Through Ownership Act lets ESOP fiduciaries rely on independent appraisals, closing a decades-old valuation gap for private company stock.
The breakaway-focused platform's senior hires from Wells Fargo, Bluespring and Hightower deepen its bench for growth and succession planning.
New leadership lines unify succession consulting, acquisitions and capital funding as advisor retirement wave nears.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
