An eight-person, three-adviser team managing $2 billion at Merrill Lynch has moved to RBC Wealth Management.
The Paulson Holman Gatto Group includes advisers Thomas A. Paulson, William “Tuck” Holman and Steven E. Gatto, along with four senior associates and one associate.
The group is moving to a new RBC office in Lake Forest, Illinois.
Markets digest latest words on trade war, Fed chair’s position.
More advisors are using subscription models for financial planning services.
From Powell to China, president eases back rhetoric.
And profit guidance is set to weaken further in coming quarters.
Gold trades above $3,330 amid mixed tariff signals.
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.
