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In the News

Merrill Lynch Loses FAs Collectively Managing $600 Million

Posted by Barbara Herman

October 18, 2019
By Alex Padalka

Raymond James and RBC Wealth Management both poached brokers from Merrill Lynch this week.

Meanwhile, the IC Group has joined RBC in Reno, Nev., according to a press release from RBC. The team includes financial advisors Paul Comcowich, who’s a 24-year veteran of the industry; David Iubelt, who’s been in the industry for 21 years; Clifford Iubelt, an eight-year industry veteran; and Robin Brunson, who’s been in the industry for five years, RBC says.

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About Barbara Herman

Senior Vice President – Known for her sound advice, unique perspectives and ability to identify creative solutions. Barbara has developed deep and longstanding strategic relationships with financial services firms – from wirehouses to boutiques, as well as the diverse independent space – and works with some of the most sophisticated teams and individual advisors. Learn more...

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