RBC Wealth Management has added another strong advisor team to its growing portfolio across the country.
Clarity First Group’s four financial advisors and two client associates have switched from Cetera with approximately $337 million in client assets.
The Memphis-based team includes:
“Clarity First Group is committed to building strong client relationships based on trust and personalized service, which is a great match for our client-first culture,” said Nat Hooker, Memphis branch director. “We are thrilled to welcome this talented team to RBC Wealth Management.”
Canadian firm RBC Wealth Management has been picking up some high-value teams recently including a $1.37 billion team from Merrill Lynch, and teams from Morgan Stanley, Wells Fargo, and UBS managing more than $4 billion.
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
