A four-adviser, eight-person team managing $900 million at UBS in Roanoke, Virginia, has moved to RBC Wealth Management.
Advisers N. Edward Link Jr., Michael Kemp, Bradley Blum and Allison Link, along with their four associates, work as the Meridian Group. The team will open RBC’s first office in Roanoke.
N. Edward Link has 34 years of experience and had been affiliated with UBS since 2012, according to his BrokerCheck profile. Kemp has 28 years of experience and had worked at UBS since 2012. Blum has 15 years of experience.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
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Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
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.
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