Matt Vanden Heuvel, who managed $460 million at RBC Capital Markets in Appleton, Wisconsin, has moved to Raymond James & Associates, the firm’s employee advisor channel.
He was joined in the move by senior investment portfolio analyst Jenna Mielke and senior client service associate Cindy O’Brien. Together, they operate as Vanden Heuvel Wealth Management of Raymond James, serving private clients, closely held businesses and corporate retirement plans.
Heuvel had been with RBC and its predecessor firm, Dain Bosworth, for more than 25 years.
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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