Samuel Martello and Brian Sullivan, who together managed $350 million at UBS in Cleveland, have moved to RBC Wealth Management.
Martello, who had been with UBS since 2006, started his career at McDonald & Co. in 1986. Sullivan, who also joined UBS in 2006, has been an adviser since 1994.
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.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
