Matt Vanden Heuvel, who managed $460 million at RBC Capital Markets in Appleton, Wisconsin, has moved to Raymond James & Associates, the firm’s employee advisor channel.
He was joined in the move by senior investment portfolio analyst Jenna Mielke and senior client service associate Cindy O’Brien. Together, they operate as Vanden Heuvel Wealth Management of Raymond James, serving private clients, closely held businesses and corporate retirement plans.
Heuvel had been with RBC and its predecessor firm, Dain Bosworth, for more than 25 years.
The $15.96 billion RIA is extending its footprint with a dentist-oriented Midwest practice and another Pacific Northwest team with an aerospace industry focus.
The firm expands its Tri-State presence with a veteran advisor group from New York, while LPL and Osaic also report smaller additions in Texas and the Hudson Valley.
The president wants to oust 'terrible' central bank chair.
Industry at a ‘pivotal juncture’ as some traditional levers of growth become unreliable.
"Semiliquid funds are making private markets more accessible but are much pricier than public market funds," according to Morningstar.
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.
