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RBC drafts two father-son teams to Western US division
The firm is adding $500M to its enterprise with multigenerational teams from Wells Fargo and Merrill Lynch.
Creating a ‘retirement paycheck’ more important than ever, RBC study reveals
Unable to rely on pensions and Social Security, retirees need extra income source.
RBC nabs $610M team from Truist
The Cypress Group will operate out of RBC’s office in Wilmington, North Carolina.
RBC Wealth Management recruits $337M team in Memphis
Team of six has switched from Cetera.
When it comes to responsible investing, language matters
A recent survey shows clients were more likely to talk to their advisors about 'responsible investing' than 'ESG investing.'
HSA fees fall, but their use as investment vehicles remains limited
'Just as we deliver education for 401(k)s, we need to do the same thing in the HSA space … to help plan participants and sponsors understand just how powerful these vehicles can be,' says a financial advisor.
Merrill team overseeing $1.37B jumps to RBC
The Miami-based Ruccio Group focuses on ultra-high-net-worth clients.
RBC Wealth adds $450M wirehouse team in Philadelphia
Four advisors and two client associates have made the move.
LPL nabs team managing $900M at RBC
The four advisors are launching Sides Wealth Advisory Group in York, Pennsylvania.
RBC Wealth adds $630M teams from Morgan Stanley, Wells Fargo
The firm has added advisors in New York, Pennsylvania and Minnesota.
RBC recruits UBS team overseeing $1B in client assets
Leawood, Kansas-based Total Wealth Management has seven staffers.
UBS advisor managing $435M moves to RBC Wealth Management
Marin County, California-based Brian Wells has 25 years of experience.
RBC snags giant $5.5 billion team from UBS in Atlanta
The ESOP Group, founded in 1989, specializes in working with business owners on the sale of their businesses.
RBC Wealth lures $1.1B advisory team from UBS to expand presence in Ohio
The addition of James Ford & Duble Wealth Partners grows RBC's footprint in the Great Lakes region.
Advisor Group B-D snares RBC advisors with $250 million in client assets
Minnesota-based Tom Delich had worked at RBC for almost 23 years; he and his team are joining Financial Dimensions Group, a unit of Royal Alliance Associates.
Despite JPMorgan’s recount, dozens of advisors have fled First Republic
JPMorgan now says there were 229 financial advisors in First Republic's wealth management unit when it acquired the bank earlier this week, up from the 150 total its CFO cited Monday.
RBC adds First Republic duo managing $400 million
Mark Friedman and Mitchell Peters, who are joining RBC's San Francisco office, had been affiliated with First Republic since 2017.
RBC nabs two First Republic advisors who manage $555 million
Brian Addington will join the firm’s San Francisco office, while Theresa Allen is joining its Newport Beach, California, office.
First Republic team managing $1 billion joins RBC
The trio of advisors will operate as the Todd Halbrook and Adam MacDonald Wealth Management Group in Newport Beach, California.
Fintech Bytes: RBC selects Vestwell, Riskalyze partners with Opto
Plus, BetaNXT acquires Mediant Communications, Advisor360 hires a tech executive from Amazon Web Services, and InvestCloud innovates asset management distribution.
