RBC Wealth Management has added another strong advisor team to its growing portfolio across the country.
Clarity First Group’s four financial advisors and two client associates have switched from Cetera with approximately $337 million in client assets.
The Memphis-based team includes:
“Clarity First Group is committed to building strong client relationships based on trust and personalized service, which is a great match for our client-first culture,” said Nat Hooker, Memphis branch director. “We are thrilled to welcome this talented team to RBC Wealth Management.”
Canadian firm RBC Wealth Management has been picking up some high-value teams recently including a $1.37 billion team from Merrill Lynch, and teams from Morgan Stanley, Wells Fargo, and UBS managing more than $4 billion.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
The high court's decision rebuffing Alpine Securities marks a setback for a broader challenge to Wall Street's reliance on self-regulatory organizations.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.