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.
Large and mega plans show strongest appetite, but fee confusion persists.
Many people are taking a dangerous gamble with their financial future, new study warns.
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 YCharts' 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.
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
