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.
CFP, CFA and CPA holders could gain accredited investor status as regulators weigh wider private market access for advisory clients
DeepVest, Vanilla and Libretto roll out tools to help financial advisors launch firms, close estate plans and sharpen planning skills
“People aren't effectively using their wealth in retirement,” said David Blanchett of Prudential.
Second-generation NFL ref Shawn Hochuli co-founded IWM Partners in Irvine, California, a wealth management practice with more than $500M in client assets
U.S. seniors lose $28.3 billion annually as a result of financial exploitation, according to a 2023 AARP study.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
