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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.
Fintech Bytes: RBC works with Salesforce, Wealthbox integrates with MaxMyInterest
A roundup of the week's top tech news, including MaxMyInterest integrating with Wealthbox, CapIntel's growth and Smarsh hiring new executives.
UBS team managing $1.7 billion joins RBC
The five-adviser, 16-person group known as The Promus Wealth Management Group has joined RBC Wealth Management in Indianapolis.
Merrill adviser family managing $540 million moves to RBC
Teams led by Bill and Bruce Sandry make the switch to RBC Wealth Management’s Davenport, Iowa, office.
$600 million Wells Fargo team moves to RBC
The four advisers, who make the switch in Fargo, North Dakota, provide high-net-worth families and businesses with wealth planning strategies.
RBC to offer small-business pooled retirement plan
Transamerica will serve as the plan's record keeper and Ascensus' FuturePlan will be the third-party administrator.
RBC adds $1 billion group from J.P. Morgan
The Nolan Group, a father-son team, will join RBC’s New York City office.
Wells Fargo team managing $670 million joins RBC
The Clemens McHugh Financial Consulting Group is joining the firm in Westlake, Ohio.
Raymond James lands $220 million team from RBC
Father-and-son team of James and Christopher Domgard operate as Capital Private Wealth in Lincoln, Nebraska.
RBC hires UBS adviser with $270 million in assets
Ryan McHugh and his team will join RBC's branch in Bend, Oregon.
RBC adds 4 advisers who manage $1 billion in assets
The Florida-based advisers are joining the firm from Truist.
RBC inks portfolio management deal with Addepar
The Addepar platform tracks how investment portfolios perform across asset classes by aggregating data from client portfolios and overall market performance.
RBC rep managing $420 million goes indie with LPL
Brian Nydegger’s Point 32 Investment Partners sets up shop in Westhampton, New York.
Rep managing $500 million boomerangs to RBC
Financial adviser Christopher Andreach returned to the regional bank after just a two-month stint at UBS Group.
Merrill Lynch trio managing $565 million moves to RBC
Mark Johnson, Bart McNabb and Adam Johnson based in Wayzata, Minnesota.
RBC lands Merrill Lynch rep managing $800 million
Stephen P. McGovern, who joined Merrill in 2009, makes the move in Stuart, Florida.
RBC adviser managing $178 million goes indie
Nick Murphy launches Counterweight Private Wealth in Raleigh, N.C., using TruClarity as its RIA platform.
Wells Fargo team managing $450 million joins RBC
A group of three reps in Lincoln, Nebraska, makes the move.
Billion-dollar Merrill Lynch team moves to RBC
Known as the Inter Alia Group, four reps and four associates make switch in Portland, Oregon.
A father-son $500 million duo at Merrill Lynch moves to RBC
John and Ryan Birkhauser and their team are based in Lake Forest, Illinois.
