Robert Loupee and Michael Graziani, who managed $475 million at UBS, have joined RBC Wealth Management in Bloomfield Hills, Michigan.
Loupee spent nine years at UBS after a 32-year career at Merrill Lynch. Graziani also spent nine years at UBS after 16 years at Merrill Lynch.
The team includes Barbara Pesci, the senior client associate, who has more than 30 years of experience.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
