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.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
