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The firm grew its total assets under administration by 30% year-over-year, reaching $530 billion.
May 27 -
The quartet of financial advisors leaving UBS after a decade also has an advisor with an equestrian specialty.
May 14 -
More than half of the broker-dealer’s clients say they’re interested in increasing the share of socially-responsible investments in their current portfolio.
April 7 -
The dispute highlights the complicated nature of non-solicitation carve-outs when advisors switch firms.
February 22 -
After a pilot program in September, RBC is now rolling out the new software to its entire workforce of 2,000 advisors.
February 17 -
The firm’s aggressive hiring streak continues with the onboarding of several wirehouse advisors.
January 14 -
Nate Angelo will be responsible for 137 advisors who manage roughly $20 billion in assets.
December 4 -
The advisors know RBC’s Pittsburgh complex director from earlier in their careers, when all three men worked at Smith Barney.
November 30 -
The former wirehouse advisors specialize in financial strategies for high-net-worth clients, families and businesses.
October 28 -
The advisors are reuniting with a former Smith Barney colleague in one of the firm’s largest hires of the year.
October 16