Former Miami Dolphins safety Shawn Wooden and his business partner Travis Ruane, who managed $125 million at Principal Securities, have affiliated with Associated Financial Consultants & Investor Services in Fort Lauderdale, Fla.
Associated, in turn, is affiliated with Miami-based Investacorp, a subsidiary of Ladenburg Thalmann Financial Services.
Mr. Wooden, who spent nine years (1996-2004) in professional football, was with Principal for seven years. He began his financial career at Metropolitan Life in 2005.
Mr. Ruane, who worked with Mr. Wooden at Principal as a retirement plan specialist, spent eight years in the financial services industry before joining Associated.
Inflation delays treatment while insured patients still fight for medication access
Public support grows for policies that spread AI’s financial gains beyond tech companies.
Investment banking fees rose 30% on a wave of IPOs and megadeals, led by the largest public listing on record.
Series A funding from Portage, Bain Capital, and other investors will fuel data tools designed to speed advisor transitions and cut onboarding delays across wealth firms.
The Minneapolis-based RIA aggregator is adding two North Carolina practices managing nearly $1 billion, pushing its total client assets past $158.2 billion.
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
