RBC Wealth Management today announced the expansion of RBC Echelon, its premier platform for ultra-high-net-worth (UHNW) clients, with the addition of three industry-leading lifestyle services ...

An advisor who managed more than $1 billion at U.S. Bank has joined the Minneapolis branch of RBC Wealth Management – U.S., according to a news release. Jim Kirk, senior vice president and financial ...

Bleakley Financial Group and RBC Wealth Management have each added more than $1 billion in client assets through recent advisor moves, as competition to recruit top talent in the RIA and wirehouse ...

Three times more family offices are leveraging AI to improve operations, compared to 2024 Ultra-high-net-worth (UHNW) families are preparing for generational wealth transfer – nearly half of family ...