Cynthia Hansen, who managed $215 million at UBS in Denver, has joined RBC Wealth Management’s Denver Tech branch.
Joining her in the move is her daughter, Elyse Martinez, a client associate, and Brenda Kochevar, a senior investment associate.
Hansen began her career at Citigroup in 2003, moved to Merrill Lynch in 2004 and joined UBS in 2010.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
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
