Stephen P. McGovern, who managed $800 million at Merrill Lynch in Stuart, Florida, has moved to RBC Wealth Management.
Moving with him are his two assistants, Donna M. Childress and Melanie Rivera.
McGovern joined Merrill Lynch in 2009 after 12 years at UBS and two years at Smith Barney.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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