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.
FINRA's proposed rule filing would create a new 10-day fraud delay and nearly triple the maximum hold period for exploited senior investors
Fueled by a recent shot in the arm from private equity firm Carlyle, MAI adds a $490 million Atlanta RIA as it keeps building out its national footprint.
“Todd Burkhalter organized what is likely the largest Ponzi scheme in Georgia history,” said one FBI official.
With experience from Goldman Sachs and TD Ameritrade, the RIA's newest SVP hire adds to a recent wave of executive departures from hybrid Osaic.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
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
