Jerold Doell Jr., Douglas Kuszak and Gregory Yank, team members who managed $450 million at Wells Fargo Advisors in Lincoln, Nebraska, have joined RBC Wealth Management.
Moving with them is Kelli Kruse, their associate.
Doell had been with Wells Fargo for 20 years, Kuszak for 21 years and Yank for 14 years.
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.
New Morgan Stanley research shows retirement planning is a key area where advice is required.
ASA reacts as regulator drops no-deny policy, freeing firms and individuals to publicly dispute allegations after reaching settlements.
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
