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.
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
