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.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
