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.
IRAs now hold nearly twice the assets of 401(k) plans — and most of that money didn't arrive through annual contributions.
A new survey finds that many women prioritize financial security but continue to leave savings in accounts that may not keep pace with inflation.
Roundhill, Bitwise and GraniteShares funds remain on hold while the agency weighs how novel ETFs should be regulated.
"Shares of alternative assets managers have lagged this year as investors grow wary of private-credit exposure."
The fintech platform is touting a new AI-free Planning Observations feature, which draws on IRS tax records to uncover opportunities for advisors.
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
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
