A four-adviser team managing $600 million at Wells Fargo has moved to the Fargo, North Dakota, office of RBC Wealth Management.
Advisers Chris Meier, Chad Stark, Byron Trochman and Brett Winkelman were joined in the move by associates Sonja Anderson and Chris Kollitz.
The team provides high-net-worth families and businesses with wealth planning strategies, designed to help them navigate life’s challenges and opportunities, RBC Wealth Management said in a statement Friday.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
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
