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.
'I feel like they have created an addictive gaming culture, which is not healthy for investing.'
Participants who receive professional 401(k) advice see higher returns on average, net, than those who don't.
Eric Leeper of FP Transitions offers fresh perspective on M&A deals, why buyers are getting more discerning, and how would-be sellers can boost their practice value.
'Buying the dip' has been a winning investing strategy for over a decade. Financial advisors weigh in on whether it will continue to work.
Wealth Enhancement is tapping into new markets nationwide as AlphaCore accelerates plans to form one of California's largest RIAs.
Participants who receive professional 401(k) advice see higher returns on average, net, than those who don't.
This wealth management platform finally delivers on the technology promises other firms couldn't - giving advisors a better way to scale and serve