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.
AI-driven job fears are weighing on retirement confidence, especially among Gen Z and Millennials, Thrivent survey finds
It’s the second time in as many years regulators have penalized Centaurus Financial for lack of compliance with Reg BI.
AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
Financial advisors play an essential role in helping small business owners navigate their transition out of the company — and into retirement.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
