Three advisers managing $565 million at Merrill Lynch in Bloomington, Minnesota, have moved to RBC Wealth Management and its Wayzata, Minnesota branch, which is outside Minneapolis.
The three advisers are Mark L. Johnson, who has nearly 30 years of experience in the financial services industry; Bart McNabb, who has 14 years of experience; and Adam Johnson, who has five years of experience.
Their two associates joined them in the move.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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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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