RBC said that it recruited a pair of advisers with $245 million in assets under management to join its branch in Albuquerque, New Mexico. The duo had been affiliated with Maplewood Investments.
John Goodwin has four decades of industry experience, having joined E.F. Hutton in 1979. The other adviser, Scott Schroeder, started his career in 2010 at Ronin Capital.
A client associate, Sarah Thomas, is also making the move to RBC.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with Y Charts' newly launched AI agent assistant for investment research.
The war for talent continues in the Sunshine State with as Truist and RayJay teams managing a collective $1 billion in client assets defect to other firms.
Americans now estimate they need $1.2 million to retire comfortably, but rising costs and debt are making that goal increasingly difficult to reach.
Crewe Advisors' Ryan Halliday and Accelerated Wealth Partners' Eric Amar suggest mega RIA's readiness to integrate — not just scale — will determine whether an IPO exit actually works.
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
