Wealth managers widen services from lifestyle perks for the ultra-rich to integrated solutions for mass affluent.
A seven-person team in Princeton, N.J., joined RBC Wealth Management, according to a Tuesday announcement. The team managed $1.6 billion in assets at its previous employer, UBS Wealth Management USA.
Meanwhile, Osaic has added another former LPL practice on the East Coast, and Carson helps a veteran advisor from Osaic make a succession-focused transition.
The Wilson Wealth Management Group establishes a new office for RBC in the Atlanta area.
RBC Wealth Management today announced the expansion of RBC Echelon, its premier platform for ultra-high-net-worth (UHNW) clients, with the addition of three industry-leading lifestyle services ...
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The Royal Bank of Canada on Monday closed the deal announced earlier this year to acquire Los Angeles-based City National Bank, bringing the firm’s private and commercial banking capabilities to RBC’s ...
Just 17% of Baby Boomers say their heirs are 'very well informed' about their level of wealth. There is a significant gap in the percentage of Baby Boomers who agree it's important to talk about an ...
RBC's U.S. wealth management business saw its revenue rise slightly in the second quarter, even as its inflows of new assets flatlined. Processing Content The Royal Bank of Canada reported Thursday ...
RBC Wealth Management recruited three financial advisors overseeing approximately $1.1 billion in combined client assets from UBS. The change marks the latest in a series of defections from UBS to ...
Royal Bank of Canada (TSX:RY) is leading a $5b agricultural innovation fund, coordinating a group of 20 investors committing financing to Farm Credit Canada. The funding is aimed at supporting lending ...
AI could replace many of the tasks performed in entry-level work, but RBC WM’s Head of Training and Development sees opportunity ...
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