A 16-person team, including five financial advisers who managed $1.7 billion at UBS in Indianapolis, has joined RBC Wealth Management.
The Promus Wealth Management Group is among the largest teams by headcount to join the firm, RBC said in a release. Advisers making the move were David W. Bartz, Daniel P. Chillemi, Brendon C. Harbron, George J. Kempf and Jordan Frye.
The team specializes in individual wealth management and retirement plan consulting.
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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