The Heald Wealth Management Group, which managed $460 million at Wells Fargo Advisors, has joined RBC Wealth Management in Wellesley, Massachusetts.
The two-adviser team consists of Timothy Heald and Andrew Heald, and their associate Elyse Slotnick.
Separately, Cleveland Fed President Beth Hammack said the central bank could make a move by June if data show a clear economic trajectory.
After onboarding 26 new advisors in the first three months of 2025, the independent wealth platform is looking forward to continued momentum in Q2.
The SEC hailed the verdict against the investment advisor, who the agency said breached his fiduciary duty to retired and pre-retiree clients.
As Robinhood bets on prediction markets, advisors are skeptical of the app's push into the RIA custody and wealth management services.
Wealth arm thrives despite market headwinds.
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.
