Two pairs of advisers from UBS, which collectively managing $900 million, have joined RBC Wealth Management in Lincoln, Nebraska, along with their staffs.
Stephen Burt and Brian Adams, with 21 years and eight years of experience, respectively, constitute the Burt/Adams Group, along with Celina Engler, a senior client associate.
Gregory Ernst and Todd Stark, with 34 years and 17 years of experiences, respectively, are the Ernst/Stark Group, along with three associates.
Treasury secretary's deadline called 'aspirational' by John Thune.
Launches include Bitcoin and newly approved futures-based XRP funds
Some parts for vehicles made in the US could be exempt.
Former central banker pledges to stand up to Trump.
Tightness followed by 'meaningful surplus' shapes futures pricing.
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.