Advisor Group said Tuesday morning that a team of RBC Capital Markets advisors with $250 million in client assets, led by Tom Delich, last month joined Financial Dimensions Group, which is affiliated with Royal Alliance Associates Inc., one of eight broker-dealers in the network.
Financial Dimensions Group, based in suburban Minneapolis, is one of the largest firms affiliated with Advisor Group, with more than 60 financial professionals managing over $4.2 billion in total client assets, according to the company.
Delich had worked at RBC for almost 23 years, according to his BrokerCheck report.
"We are excited to partner with Financial Dimensions Group and look forward to all the benefits of being part of Advisor Group," Delich said in a statement.
The team at New Brighton, Minnesota-based Delich Wealth Management includes advisor Ben Freeby and staffer Mary Farnham.
Advisor Group announced last month that it will merge its eight affiliated broker-dealers under a single, yet-to-be named brand in a process that will take two years.
The leadership changes coming in June, which also include wealth management and digital unit heads, come as the firm pushes to offer more comprehensive services.
Strategist sees relatively little risk of the university losing its tax-exempt status, which could pose opportunity for investors with a "longer time horizon."
As the next generation of investors take their turn, advisors have to strike a fine balance between embracing new technology and building human connections.
IFG works with 550 producing advisors and generates about $325 million in annual revenue, said Dave Fischer, the company's co-founder and chief marketing officer.
Five new RIAs are joining the industry coalition promoting firm-level impact across workforce, client, community and environmental goals.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
