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.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
