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.
A new proposal could end the ban on promoting client reviews in states like California and Connecticut, giving state-registered advisors a level playing field with their SEC-registered peers.
Morningstar research data show improved retirement trajectories for self-directors and allocators placed in managed accounts.
Some in the industry say that more UBS financial advisors this year will be heading for the exits.
The Wall Street giant has blasted data middlemen as digital freeloaders, but tech firms and consumer advocates are pushing back.
Research reveals a 4% year-on-year increase in expenses that one in five Americans, including one-quarter of Gen Xers, say they have not planned for.
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.
