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.
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.
The Kansas-based RIA giant's latest purchase extends a run of specialized acquisitions that has defined its growth strategy through 2026.
Deal adds a $299 million tax-and-wealth practice as the RIA aggregator advances acquisition strategy around integrated financial and tax planning.
Large and mega plans show strongest appetite, but fee confusion persists.
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
