RBC Wealth Management has once again demonstrated its appeal to elite advisors from UBS as a nine-person team that reportedly managed $1.1 billion defects to its new branch in Purchase, New York. The ...

RBC Wealth Management has entered the Louisiana market, opening a new branch in New Orleans with a five-person advisory team managing more than $1.2 billion in client assets. The Heller Stieffel & ...

RBC Wealth Management has confirmed that Tom Sagissor, who has served as president of the firm since 2016, will step down from his role on Jan. 1 in a company reorganization.

In California, LPL said Brandon Dixon-James has launched Resilient Wealth Management in Fresno, joining LPL’s broker-dealer, RIA and custodial platforms. He brings approximately $250 million in ...

RBC's U.S. wealth management business saw a revenue bump in its latest quarter, thanks to a healthy inflow of new assets and market gains for invested assets. But the bottom line for all its wealth ...

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A trio of advisors who managed about $425 million in advisory, brokerage and retirement plan assets at RBC Capital Markets has launched a new independent practice in affiliation with LPL Financial’s ...

Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.

Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.

Tom Sagissor, president of RBC Wealth Management-U.S., a unit of Royal Bank of Canada, will step down from his current role ...