Two veteran financial adviser brothers and their teams who managed $540 million at Merrill Lynch have joined RBC Wealth Management’s Davenport, Iowa, office.
The Sandry, Meloan Wealth Management Group is composed of advisors Bill Sandry, his son Skyler Sandry and Katie Meloan. She is the daughter of Jim Campbell, a senior investment associate and co-founder of the group, who made the move with investment associate Christina Sandry (Bill’s daughter-in-law) and associate Jennifer Musal.
Separately, Bruce Sandry, Bill’s brother, moved his Sandry Group to RBC with associate Sara Schreck.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
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.
