RBC Wealth Management said it recruited financial adviser Ryan McHugh, who oversees approximately $270 million in client assets.
McHugh, who will join the firm's branch in Bend, Oregon, is an 11-year industry veteran who most recently worked at UBS Financial Services Inc., according to his BrokerCheck profile.
McHugh Investment Group includes two support staff members: Nona Coleman, registered client associate and Jordan Freund, senior investment associate.
FINRA's proposed rule filing would create a new 10-day fraud delay and nearly triple the maximum hold period for exploited senior investors
Fueled by a recent shot in the arm from private equity firm Carlyle, MAI adds a $490 million Atlanta RIA as it keeps building out its national footprint.
“Todd Burkhalter organized what is likely the largest Ponzi scheme in Georgia history,” said one FBI official.
With experience from Goldman Sachs and TD Ameritrade, the RIA's newest SVP hire adds to a recent wave of executive departures from hybrid Osaic.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 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