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.
Matt Gellene shares the bank’s latest research on how young adults are managing their finances.
Survey data reveal a widening divide between early AI adopters and those still on the sidelines – with career stage and AUM emerging as key fault lines.
Sitting between equity and insurance-like solutions, defined-outcome ETF strategies have matured as an alternative to staying in cash during choppy markets.
Orion CEO Natalie Wolfsen says artificial intelligence could double the number of Americans receiving financial advice as RIAs deploy AI to boost advisor productivity
Meanwhile, Raymond James snags Edward Jones advisor in Arizona.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
