Two veteran financial adviser brothers and their teams who managed $540 million at Merrill Lynch have joined RBC Wealth Management’s Davenport, Iowa, office.
The Sandry, Meloan Wealth Management Group is composed of advisors Bill Sandry, his son Skyler Sandry and Katie Meloan. She is the daughter of Jim Campbell, a senior investment associate and co-founder of the group, who made the move with investment associate Christina Sandry (Bill’s daughter-in-law) and associate Jennifer Musal.
Separately, Bruce Sandry, Bill’s brother, moved his Sandry Group to RBC with associate Sara Schreck.
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
