Veteran wirehouse solo adviser Carol Wilshire, who managed $220 million at UBS in downtown Los Angeles, has joined RBC Wealth Management’s Manhattan Beach branch. She plans to build a team there.
Wilshire had been with UBS for 11 years. Earlier, she was with Citigroup for 12 years.
As other states curb non-competes, the East Coast growth hub could soon become the most employer-friendly jurisdiction in the US.
Last summer, the two, David Gentile and Jeff Schneider, were found guilty of fraud in federal court in Brooklyn and received their sentencing today.
Early parenthood linked to lower fulfillment and fewer leadership roles, despite otherwise strong industry-wide support.
“It's the Golden Age, we're all blessed that this is where we are, what we do for a living, and that the sun is shining on the transition towards the RIA space," Creative Planning CIO Jamie Battmer said at a forum hosted by Goldman Sachs.
Strategists expect municipal bonds to best Treasuries during the four-month window from May until August, following a historical trend.
From direct lending to asset-based finance to commercial real estate debt.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
