RBC Wealth Management announced that it has recruited four financial advisers from Truist who oversee roughly $1 billion in client assets.
The four advisers and their teams are joining the firm in Florida. The advisers — Brian Amster, Michael Kravitz, Anthony Mazzo and Adam Rothstein — all had worked for Truist and a predecessor firm, BB&T, since 2016, according to BrokerCheck.
Amster has 18 years of experience, according to his BrokerCheck profile, while Kravitz has 30 years of experience, Mazzo has 28 years and Rothstein 11 years.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
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Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
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.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
