RBC Wealth Management announced Tuesday that it has added an advisory team with more than $1 billion in assets from J.P. Morgan Securities. The Nolan Group will join RBC’s New York City office.
The father-son team includes Michael Nolan, who has 39 years of industry experience, his son Brian Nolan, with seven years of experience, and three staffers.
“RBC Wealth Management has the right blend of resources, tools and support necessary to service the complex financial needs of our clients, along with a genuine commitment to putting the client first in all decisions,” Michael Nolan said in a statement.
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.
Employee accounts, crypto trials and job cuts frame a pivotal year for the Swiss lender.
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
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.