John Birkhauser and Ryan Birkauser, a father-son team managing $500 million at Merrill Lynch in Lake Forest, Illinois, have moved with their associates to RBC Wealth Management.
John Birkhauser had been with Merrill Lynch since 1979, and Ryan Birkhauser is a 10-year veteran of the wirehouse.
They were joined in the move by Tabitha Kenney, a senior financial associate, and Cassandra Spindler, a client associate.
Meanwhile, Carson Group fully integrates a decades-old practice in Phoenix, Arizona, and Triad Wealth touts its 5x growth to hit a $2 billion milestone.
Matt Gellene shares the bank’s latest research on how young adults are managing their finances.
Survey data reveal a widening divide between early AI adopters and those still on the sidelines – with career stage and AUM emerging as key fault lines.
Sitting between equity and insurance-like solutions, defined-outcome ETF strategies have matured as an alternative to staying in cash during choppy markets.
Orion CEO Natalie Wolfsen says artificial intelligence could double the number of Americans receiving financial advice as RIAs deploy AI to boost advisor productivity
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
