A four-adviser team managing $675 million at Morgan Stanley in Beverly Hills, California, has moved to RBC Wealth Management.
The team, consisting of Mike Ladge, Shon Saleh, Joseph Sulentor and Brandon Allen, said that one reason for the move was the firm’s affiliation with City National Bank, which many of its clients use.
City National and RBC Wealth Management are units of the Royal Bank of Canada.
New Nationwide Retirement Institute survey reveals eight in ten Americans agree Social Security needs fixing and how.
Advisor-led adoption has been rapid for tasks from translating annuity contracts into plain English to speedy webinar prep.
Austin, Texas headquartered firm taps former BlackRock managing director following an internal leadership shuffle.
InvestmentNews reported in 2017 that the IRS was scrutinizing the tax shelter land deals, called syndication conservation easements.
Advisors gain a second workflow for 401(k) guidance as the fintech expands beyond bulk rebalancing, backed by new policy research on advice access.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
