The five advisers of the Ryan Financial Group, which manages $750 million, have switched their affiliation from Lincoln Financial Group to Commonwealth Financial Network.
The five — chairman Jack Ryan and advisers John Ryan, Greg Stalsberg, Tony Wilson and Ryan Wahlund — work from offices in Hibbing and White Bear Lake, Minnesota.
"“This is a family-run business that has been around for more than 70 years,” Ryan said in a statement. “We want to cement our legacy by providing solutions to families and businesses today and maintaining our commitment to the next generation of clients."
A substantial number of people in a new 2,200-person survey believe their wealth, their "wallet power" and their retirement timelines are at stake.
The S&P 500 headed toward its 45th record in the year helped in part by a surprise interest income gain at the Wall Street giant.
Meanwhile, Wells Fargo’s WIM group reported close to $2.3 trillion at the end of last month.
The Securities and Exchange Commission has focused on "black-and-white" allegations of AI washing, but that could broaden out to a gray area that may loop in more financial services companies, a lawyer says.
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