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The former wirehouse advisors specialize in financial strategies for high-net-worth clients, families and businesses.October 28
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The advisors are reuniting with a former Smith Barney colleague in one of the firm’s largest hires of the year.October 16
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The multigenerational group includes a grandfather, father and son.October 5
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The new recruits came at the expense of Merrill Lynch, UBS and Wells Fargo.September 30
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The firm expands on both coasts with Glasband Stempel Wealth Management in Florida and Carol Wilshire in California.September 4
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“The strategy was really tied to choosing the right partners who we knew had a greater likelihood of integrating well together,” says Amit Sahasrabudhe, COO of the firm’s U.S. wealth management business.August 28
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The new hire joins a fast-growing complex in Northern California.July 20
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The bank’s home city of Toronto boasts a population that is more than 50% foreign-born, but there is little diversity in the upper echelons of its financial firms.July 7
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The advisors had logged seven years at their former wirehouse.May 26
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“We didn’t need to physically travel to see that RBC was the ideal place to move our practice,” ex-UBS advisor says.May 19
