• Home: Leading Financial Advisor Recruiting Firm
  • About Us
    • Meet the Team
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
  • FAQs
  • Articles
  • Podcast
    • Industry Update
    • Independence 101 Series
  • In the News
    • Moves in the News
  • Tools for Advisors
  • Diamond Consultants Advisor Transition Report 2022
  • Edward Jones Advisor Transition Report 2022 edition
  • Merrill Advisor Transition Report 2022 edition
  • UBS Transition Report 2022 edition
  • NEW – Edward Information Jones Hub
  • Merrill Information Hub
  • UBS Information Hub
  • Contact Us
  • Subscribe for Updates

Questions? Call us: 908-879-1002

Contact us...
Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
  • Home
  • About
    • Meet the Team
      • Mindy Diamond
      • Louis Diamond
      • Howard Diamond
      • Jason Diamond
      • Barbara Herman
      • Deborah Aronson
      • Wendy Leung
      • Cathy Nichols
      • Debbie Wallen
      • Allison Brunwasser
      • Joshua Tomolak
      • Shelley Muzio
      • Caryl Felicetta
      • Donna Riopel
      • Kelly Griffiths
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
      • Sell-Side M&A Advisory
      • Consulting
  • FAQs
  • Articles
    • Subscribe for Updates
  • Podcast
    • Industry Update
    • Independence 101 Series
    • Subscribe for Updates
  • In the News
    • Moves in the News
    • Transition Announcements
  • Tools for Advisors
    • Diamond Consultants Advisor Transition Report 2022
    • Edward Jones Advisor Transition Report 2022 edition
    • Merrill Advisor Transition Report 2022 edition
    • UBS Transition Report 2022 edition
    • NEW – Edward Information Jones Hub
    • Merrill Information Hub
    • UBS Information Hub
    • Other Tools
    • Subscribe to e-Newsletter

In the News

42-Year Merrill Lifer and Son Move Their $500-Mln AUM Team to RBC

Posted by Louis Diamond

Advisor Hub

August 26, 2021
By Miriam Rozen

RBC Wealth Management on Thursday nabbed a Chicago-area Merrill Lynch Wealth Management father-son team that managed more than $500 million in client assets, according to an RBC spokesperson.

John Birkhauser, the father, has worked more than 42 years in the industry, and his son Ryan has logged nine years in the business, all at Merrill, according to BrokerCheck records. They moved along with advisor Tabitha Kenney, a 14-year industry veteran, and client associate Cassandra Spindler.

Read more…

You may also be interested in...

Share
0

About Louis Diamond

President – Someone who “looks at every angle from a strategic perspective.” Sophisticated advisors and business owners alike learn quickly that they’ve found the right person in Louis when seeking counsel and clarity on growth, career management and the ever-changing industry landscape. Learn more...

    Recent News & Articles

    • Former Merrill star manager Oden jumps to HSBC
    • Shirl Penney hands over ‘front end of the house’ to Andrew Marsh as Dynasty does post-$100-million raise, post-IPO withdrawal and post-Schwab partnering reboot
    • Wells Fargo’s Broker Recruiting Deals Can Hit 400%, Sommers Says
    • UBS’s Cost Cuts Dampen Brokers’ Expense Budgets
    • It’s Not About the Money (Until it’s About the Money!)
    See. Here. Now.
    We're available to answer your questions. Contact us

    Connect with us

    Search

    © 2023 · Diamond Financial Consultants, LLC t/a Diamond Consultants. All rights reserved.*

    • Leading Financial Advisor Recruiting Firm:
    • About
    • Services
    • FAQs
    • Articles
    • Podcast
    • News/Media
    • Tools/Resources
    • Contact
    • Our Locations
    • Privacy Policy
    • Site Map