Brendan Biruk and Dan Rattigan, who managed $245 million at UBS in Newtown, Pennsylvania, have formed Washington Crossing Financial Group and affiliated with LPL Financial.
The new firm, based in the Pennsylvania town of the same name, also will use LPL’s corporate RIA.
Biruk has 22 years of experience, according to his BrokerCheck report, and started his career at Prudential Securities in 1999. Rattigan has 20 years of experience and started at Prudential in 2000, according to BrokerCheck.
New chief executive Rich Steinmeier replaced Dan Arnold on October 1.
The global firm is navigating a crisis of confidence as an SEC and DOJ probe into its Western Asset Management business sparked a historic $37B exodus.
Beyond returns, asset managers have to elevate their relationship with digital applications and a multichannel strategy, says JD Power.
New survey finds varied levels of loyalty to advisors by generation.
Busy day for results, key data give markets concerns.
A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
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