RBC Wealth Management announced that a Wells Fargo team managing $670 million has joined the firm in Westlake, Ohio.
The Clemens McHugh Financial Consulting Group includes advisers Cynthia McHugh, Matthew Clemens and Joseph Hudak, and staffers J. Barry Clemens and Diane Szabo.
McHugh has 31 years of experience and had been affiliated with Wells Fargo since 2005, according to her BrokerCheck report. Matthew Clemens began his career at Wells Fargo in 2006, and Hudak, with 34 years of experience, had been affiliated with Wells Fargo since 1994.
A Texas-based bank selects Raymond James for a $605 million program, while an OSJ with Osaic lures a storied institution in Ohio from LPL.
The Treasury Secretary's suggestion that Trump Savings Accounts could be used as a "backdoor" drew sharp criticisms from AARP and Democratic lawmakers.
Changes in legislation or additional laws historically have created opportunities for the alternative investment marketplace to expand.
Wealth managers highlight strategies for clients trying to retire before 65 without running out of money.
Shares of the online brokerage jumped as it reported a surge in trading, counting crypto transactions, though analysts remained largely unmoved.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
