Brendan Biruk and Dan Rattigan, who managed $245 million at UBS in Newtown, Pennsylvania, have formed Washington Crossing Financial Group and affiliated with LPL Financial.
The new firm, based in the Pennsylvania town of the same name, also will use LPL’s corporate RIA.
Biruk has 22 years of experience, according to his BrokerCheck report, and started his career at Prudential Securities in 1999. Rattigan has 20 years of experience and started at Prudential in 2000, according to BrokerCheck.
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The new regional leader brings nearly 25 years of experience as the firm seeks to tap a complex and evolving market.
The latest updates to its recordkeeping platform, including a solution originally developed for one large 20,000-advisor client, take aim at the small to medium-sized business space.
David Lau, founder and CEO of DPL Financial Partners, explains how the RIA boom and product innovation has fueled a slow-burn growth story in annuities.
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Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
