RBC said that it recruited a pair of advisers with $245 million in assets under management to join its branch in Albuquerque, New Mexico. The duo had been affiliated with Maplewood Investments.
John Goodwin has four decades of industry experience, having joined E.F. Hutton in 1979. The other adviser, Scott Schroeder, started his career in 2010 at Ronin Capital.
A client associate, Sarah Thomas, is also making the move to RBC.
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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