Three registered representatives who collectively advised on more than $200 million in assets at their former firms have joined Virginia Asset Group, a regional investment firm headquartered in Virginia Beach, Virginia.
Bruce McCook managed about $60 million at VCB Financial Group in Richmond, Virginia. Ed Pittman managed $120 million at VCB Financial Group in Northern Neck, Virginia and is now based in the Virginia Asset Group’s White Stone office. Tom Russell joined the firm from Merrill Lynch in Hunt Valley, Maryland.
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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