RBC Wealth Management said it recruited financial adviser Ryan McHugh, who oversees approximately $270 million in client assets.
McHugh, who will join the firm's branch in Bend, Oregon, is an 11-year industry veteran who most recently worked at UBS Financial Services Inc., according to his BrokerCheck profile.
McHugh Investment Group includes two support staff members: Nona Coleman, registered client associate and Jordan Freund, senior investment associate.
New joint research by T. Rowe Price, MIT, and Stanford University finds more diverse asset allocations among older participants.
With its asset pipeline bursting past $13 billion, Farther is looking to build more momentum with three new managing directors.
A Department of Labor proposal to scrap a regulatory provision under ERISA could create uncertainty for fiduciaries, the trade association argues.
"We continue to feel confident about our ability to capture 90%," LPL CEO Rich Steinmeier told analysts during the firm's 2nd quarter earnings call.
It's the mega-RIA firm's third $1B+ acquisition in just three months.
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.
