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."
Some in the industry say that more UBS financial advisors this year will be heading for the exits.
The Wall Street giant has blasted data middlemen as digital freeloaders, but tech firms and consumer advocates are pushing back.
Research reveals a 4% year-on-year increase in expenses that one in five Americans, including one-quarter of Gen Xers, say they have not planned for.
Raymond James also lured another ex-Edward Jones advisor in South Carolina, while LPL welcomed a mother-and-son team from Edward Jones and Thrivent.
MyVest and Vestmark have also unveiled strategic partnerships aimed at helping advisors and RIAs bring personalization to more clients.
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.
