Joseph Seidler, Gary Cattich, Max Lewin and Kayvan Izadpanah, who managed $1 billion at Wells Fargo in San Francisco, have joined RBC Wealth Management.
Joining the Seidler Cattich Group in the move is associate Roy Mendoza.
Seidler, with 20 years of experience, and Cattich, with 23 years of experience, had been affiliated with Wells Fargo since 2020, according to their BrokerCheck reports. Lewin has four years of experience and joined Wells Fargo in 2021. Izadpanah has 10 years of experience and had worked at Wells since 2020.
The collective of groups including CFP Board, the FPA, NAPFA, and XYPN called for continued support in a legal battle to reinforce clients' best interests.
TMG adds to its $14 billion in AUM and AUA with a new California partnership while Cleveland-based Prosperity welcomes two veterans to its leadership.
Soon-to-launch AI-powered tool allows retail investors to build bespoke indexes, with users able to buy in with fractional shares.
The competing legal strategies appear contrary to Stifel’s public statements about defending its structured notes’ tactics.
The two firms have also bolstered their ranks with additions from LPL, Morgan Stanley, and PNC Investments.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
