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The advisors know RBC’s Pittsburgh complex director from earlier in their careers, when all three men worked at Smith Barney.
November 30
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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 -
“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 -
Grid stretches, small account policy changes — it’s a lot to keep track of. On Wall Street’s annual compensation report is here to help.
May 13
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Changes to compensation plans get put on hold as advisors and firms reel from pandemic’s economic fallout.
May 8
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Advisors who switch firms during the pandemic have tough (virtual) conversations with clients in store.
May 5 -
The firm is hosting virtual meetings with prospective hire as it seeks to further its growth.
April 21 -
“Through these difficult times, we are able to work remotely and seamlessly” thanks to the firm's digital tools, ex-RBC advisor says.
April 16
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The advisor joined before states and cities began ordering businesses to close and residents to shelter in place.
April 8
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The firm’s CEO told staff there would be no headcount reduction in 2020 even as other industries have furloughed workers in droves.
April 2
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New hires follow two big additions last month that had AUM topping $2 billion.
March 6
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From travel bans to working remotely, here is how firms including Wells Fargo, Edelman, RBC and others are preparing for a possible pandemic.
March 3
