RBC Wealth Management

“We didn’t need to physically travel to see that RBC was the ideal place to move our practice,” ex-UBS advisor says.

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.

Changes to compensation plans get put on hold as advisors and firms reel from pandemic’s economic fallout.

Advisors who switch firms during the pandemic have tough (virtual) conversations with clients in store.

The firm is hosting virtual meetings with prospective hire as it seeks to further its growth.

“Through these difficult times, we are able to work remotely and seamlessly” thanks to the firm's digital tools, ex-RBC advisor says.

The advisor joined before states and cities began ordering businesses to close and residents to shelter in place.

The firm’s CEO told staff there would be no headcount reduction in 2020 even as other industries have furloughed workers in droves.

New hires follow two big additions last month that had AUM topping $2 billion.

From travel bans to working remotely, here is how firms including Wells Fargo, Edelman, RBC and others are preparing for a possible pandemic.

The regional BD has had a successful run picking off top teams from the wirehouse.

More often than not, wirehouses were on the losing side of these moves.

It’s the second biggest move in 2019, and includes an advisor featured in On Wall Street’s Top 40 Under 40.

Two dozen advisors left the wirehouse in recent months to join the regional BD.

The firm has been hiring advisors aggressively, attracting talent with its culture and technology.

The advisors managed more than $225 million in combined client assets.

The regional BD has approximately 1,800 advisors.

For one of the new hires, the move was about getting back to “a culture of a smaller, more personalized firm.”