John Birkhauser and Ryan Birkauser, a father-son team managing $500 million at Merrill Lynch in Lake Forest, Illinois, have moved with their associates to RBC Wealth Management.
John Birkhauser had been with Merrill Lynch since 1979, and Ryan Birkhauser is a 10-year veteran of the wirehouse.
They were joined in the move by Tabitha Kenney, a senior financial associate, and Cassandra Spindler, a client associate.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
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.
