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.
InvestmentNews reported in 2017 that the IRS was scrutinizing the tax shelter land deals, called syndication conservation easements.
Advisors gain a second workflow for 401(k) guidance as the fintech expands beyond bulk rebalancing, backed by new policy research on advice access.
New data shows most people do not have enough saved to cover costs and are not fully utilizing their accounts.
Firms announce new recruits this week, with teams overseeing hundreds of millions in client assets switching affiliations.
It’s the 12th deal for Stratos since SEI's investment and follows 11 acquisitions worth $4.8B in 2025.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
