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Interns will take on several roles at advisory firms this summer

June 21, 2017

Tens of thousands of college students will be toiling away this summer at financial advice internships around the nation, taking on projects like exploring new software and helping firms go paperless to planning office celebrations and client...

Many wealthy Americans haven't planned for the transfer of their assets

January 31, 2017

Affluent Americans aren't doing much to prep the next generation to inherit their riches, creating a wealth of opportunity for financial advisers who can convince clients to focus on legacy planning. Even though about $4 trillion is set to be...

Adviser group with $500 million in assets jumps to RBC from Wells Fargo

November 2, 2016

A team of five financial advisers with $500 million of assets has left Wells Fargo & Co. for RBC Wealth Management. Heide Wealth Management Group will operate from the brokerage firm's Orland Park, Ill., branch, according to a statement Wednesday...

Advisers on the Move, third quarter recap

October 16, 2016

Top-ranked firms by net change in AUM Firm Gained AUM($M) Lost AUM($M) Net change($M) Gained # of teams Lost # of teams Raymond James 9,768 300 9,468 14 1 6 Meridian 2,200 0 2,200 1 0 RBC Wealth Management 1,824 0 1,824 5 0 Stifel Nicolaus &...

Stifel advisers with $300 million in assets depart for RBC Wealth Management

September 30, 2016

A team of financial advisers at Stifel Financial Corp. overseeing $300 million in assets has joined RBC's wealth management unit. Darren Lehrman and Brian Marzulli are joining the firm's office in Parsippany, N.J., along with their investment...

RBC Wealth Management recruits $1 billion adviser team from Morgan Stanley

August 30, 2016

A team of advisers with about $1 billion of client assets has left Morgan Stanley for RBC's wealth management business. The Evergreen Group joined RBC's office in San Antonio, according to a statement Tuesday from RBC Wealth Management. Most...

Philanthropic advisers and firms named as finalists for Community Leadership Awards

August 4, 2016

The Invest in Others Charitable Foundation and InvestmentNews have recognized the philanthropic efforts of 15 advisers and 10 financial firms, naming them as finalists for the 2016 Community Leadership Awards. The tenth annual awards will be...

Legg Mason acquires 82% stake in robo-adviser Financial Guard

July 7, 2016

Legg Mason, an asset manager with $718 billion under management, acquired an 82% equity interest in a robo-adviser called Financial Guard. The firm plans to offer the digital advice platform, which will fall under the company's alternative distribution...

What the loss of Prince can teach us about estate planning

May 5, 2016

For many people, thinking about what will happen to their estate after they die is too uncomfortable or too complicated of a topic to tackle. Some decide to wait. Some decide that a plan is not necessary. Others simply never get to it. But for...

From the C Suite with RBC's John Taft: It isn't enough just to get up and work

April 25, 2016

John Taft is contemplating how to make a difference in what he calls “the next chapter” of his life. At 61, the chief executive of Royal Bank of Canada's U.S. Wealth Management division is retiring at the end of May. Anything from writing...

Still plenty of headaches for independent broker-dealers in the DOL fiduciary rule

April 24, 2016

Even though the Labor Department's recent changes to how financial advisers can counsel clients on retirement assets isn't the industry killer some had feared, independent broker-dealers will find plenty of unpleasant realities among the details...

Boston-based Cambridge Savings Bank partners with robo-adviser SigFig

April 11, 2016

Boston-based Cambridge Savings Bank is partnering with San Francisco-based robo-adviser SigFig to offer clients an investment management tool, called Connect Invest, alongside their bank products. Clients will be able to open, fund and manage...

RBC partners with BlackRock's FutureAdvisor for robo-adviser pilot program

February 2, 2016

RBC Wealth Management has rolled out a robo-adviser for its top advisers in a half dozen teams within the United States as part of a pilot program, said John Taft, chief executive of RBC's wealth management unit. The brokerage has partnered...

The biggest adviser moves for the fourth quarter 2015

January 25, 2016

2015 was a busy year for adviser movement, according to the InvestmentNews Advisers on the Move Database. In the fourth quarter alone, over $26 billion in assets under management changed firms, totaling 63 teams of advisers. In the graphics...

Biggest billion-dollar adviser moves since 2011

January 22, 2016

Over the past five years, big adviser moves have picked up steam. These interactive graphics offer more details on the biggest moves since 2011. Hover your cursor over the names of the firms for details on where advisers moved from, as well...

Look out for these robos in 2016

November 11, 2015

If the word robo wasn't thrown around enough already, just wait until 2016. This year has been a whirlwind for automated investment technology, a growing trend for any firm aiming to expand its business. Custodians, independent broker-dealers...

How advisers can give clients a five-star experience

September 11, 2015

High-net-worth investors feel service is slipping when it comes to their financial advisers, according to a U.S. wealth report produced in 2014 by Capgemini and RBC Wealth Management. In fact, the poll found satisfaction at a mediocre 72.7%,...

Fired $2.5 billion Merrill adviser finds home at Wells Fargo

September 9, 2015

Marc D. Lowe, the former Bank of America Merrill Lynch adviser who was terminated for alleged “inappropriate workplace behavior,” has found a new home at a competitor wirehouse, Wells Fargo Advisors, in Los Angeles. Mr. Lowe, who was on...

Fight those Fed fears and stick with dividend investment

August 19, 2015

The five-year dividend-investing rally might be losing momentum, but that doesn't mean investors should abandon ship just yet. Even on the heels of a record aggregate dividend payout by S&P 500 Index companies of $351 billion and a string of...

Fired by Merrill, now barred by Finra: Thomas Buck stops here

July 28, 2015

The other shoe has dropped for former top Bank of America Merrill Lynch broker Thomas Buck, who was fired for the firm in March amid a number of allegations, including failing to discuss pricing alternatives with clients. The Financial Industry...

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