RubinBrown Advisors, the registered investment advisory affiliate of Leawood, Kansas-based accounting and consulting firm RubinBrown, has merged with Kansas City, Missouri-based Wealth Management Advisors.
The combined firm, which operates as RubinBrown Advisors, manages $1.7 billion.
Wealth Management Advisors, which was founded in 1993, served more than 300 clients and managed approximately $470 million. RubinBrown, founded in 1952, launched its advisory business in 2002.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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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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