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.
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
