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.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
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.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
