Displaying 108 results
Adviser managing $215 million at UBS moves to RBC
A mother-daughter team led by Cynthia Hansen joins RBC's Denver Tech office.
RBC adviser fired following arrest on domestic violence charges
Florida-based adviser Scott Jay Matalon was fired from RBC after facing charges of kidnapping, domestic battery and false imprisonment.
Team managing $1 billion at Wells Fargo goes to RBC
The four-adviser Seidler Cattich group is joining the firm in San Francisco.
Duo managing $250 million at Wells Fargo joins Janney
Three sole practitioners managing $297 million in total are also moving to the firm.
Duo managing $460 million at Wells Fargo joins RBC
Heald Wealth Management changes firms in Wellesley, Massachusetts
Eight-person UBS team managing $900 million joins RBC
The addition of Meridian Group gives the firm a Roanoke, Virginia, footprint
RBC adds Merrill trio managing $2 billion
The eight-person Paulson Holman Gatto Group is opening an office in Lake Forest, Illinois.
Trio managing $550 million at Merrill moves to RBC
MMC Group will be based in RBC’s office in Jericho, New York.
Women clients twice as likely as men to favor ESG
74% of women are interested in increasing the share of environmental, social and governance investments in their portfolio, according to an RBC survey of U.S. clients.
UBS teams managing $900 million bolt to RBC
Two pairs of advisers in Lincoln, Nebraska, make the move, along with their staffs.
Trio managing $380 million at RBC goes indie with LPL
George Chardukian, Adam Goldstein and Maria Peralta form Adara Wealth Management in Tucson, Arizona
Duo managing $350 million at UBS move to RBC
Samuel Martello and Brian Sullivan switch firms in Cleveland
Duo managing $475 million at UBS joins RBC
Robert Loupee and Michael Graziani shift firms in Bloomfield Hills, Michigan
RBC advisers managing $416 million move to Raymond James
Kirk Abrahamson and David Gray are joining the firm's employee unit in West Des Moines, Iowa
RBC recruits female team managing $1.2 billion from JPMorgan
The LSS Group was drawn to RBC for its entertainment industry connections and fixed-income platform
Morgan Stanley adviser managing $420 million joins RBC
Gordon Witherspoon is going to the firm's Hunt Valley, Maryland, branch outside Baltimore
RBC nabs Morgan Stanley team managing $625 million
Special needs are a focus of the nine-person Martin Wealth Management in Princeton, New Jersey
UBS adviser managing $220 million moves to RBC
Wirehouse veteran Carol Wilshire will start a team in Manhattan Beach, California
Merrill team with $1.4 billion joins RBC
Boca Raton, Florida-based Glasband Stempel Wealth Management includes five advisers
Morgan Stanley team managing $675 million moves to RBC
The four-adviser group in Beverly Hills, California, cites RBC's affiliation with City National
