News

Ex-UBS Advisors With $1.1 Billion Jump to RBC Wealth Management
RBC Wealth Management recruited three financial advisors overseeing approximately $1.1 billion in combined client assets from ...
Business Wire1mon
Angeles Wealth Management Appoints Cameron Rogers as Partner
SANTA MONICA, Calif. & NEW YORK & HOUSTON--(BUSINESS WIRE)--Angeles Wealth Management, LLC, (“Angeles Wealth”), a national wealth management firm serving generationally wealthy families ...
The Real Deal1mon
Team at RBC Wealth Management – U.S. Completes $230 Million Refinance of Plant Riverside District in Savannah, Georgia
The Ruccio Group, led by financial advisors Jeremy Ruccio and Bita Asgari, a financial advisor team with RBC Wealth Management – U.S. has closed a $230 million deal to refinance a mixed-use ...
Yahoo Finance1mon
RBC Wealth Management survey: A generational look at the Great Wealth Transfer shows financial advisors to play a pivotal role in a smooth transition
Just 17% of Baby Boomers say their heirs are 'very well informed' about their level of wealth. There is a significant gap in the percentage of Baby Boomers who agree it's important to talk about ...
Morningstar1mon
RBC Wealth Management survey: A generational look at the Great Wealth Transfer shows financial advisors to play a pivotal role in a smooth transition
RBC Wealth Management surveyed 1,500 high-net-worth Americans between the ages of 28 and 78, exploring the mindset of Baby Boomers planning to leave an inheritance ("Givers") and Millennials and ...
Barron's2mon
RBC Wealth Management Recruits 2 Advisor Practices With $6 Billion in Assets
RBC Wealth Management has had a big recruiting week, announcing the addition of advisors who managed about $6 billion total in assets at their previous firms.
GlobalData on MSN3mon
RBC Wealth Management appoints new head of private banking in Singapore
Royal Bank of Canada’s (RBC) wealth management unit RBC Wealth Management has appointed Kamran Azim as the new head of ...
InvestmentNews5mon
RBC Wealth Management lands elite $1.2B team from JPMorgan
RBC Wealth Management is starting off its 2025 recruitment calendar strong as it lures a heavyweight team from JPMorgan. The firm announced Thursday that the Pensato Slayne Group, a team managing ...
Yahoo Finance6mon
Canada's RBC beats profit on HSBC buy, wealth strength; shares hit record
RBC saw higher client interest in the U.S., a key market for its wealth management business. National Bank, the smallest of Canada's six large banks - which together control over 90% of the ...
Reuters6mon
Canada's RBC beats profit on HSBC buy, wealth strength; shares hit record
RBC's wealth management income triples, aided by higher fees National Bank earnings rise due to wealth management and stock market gains RBC sets aside more funds for potential loan losses amid ...
BizTimes8mon
RBC Wealth Management to move downtown Milwaukee office to 833 East building
Subscribe to BizTimes Daily – Local news about the people, companies and issues that impact business in Milwaukee and Southeast Wisconsin. RBC Wealth Management plans to move its downtown ...
InvestmentNews8mon
RBC Wealth Management reveals divide and conquer strategy for Western US
RBC Wealth Management is restructuring its private client division in a bid to better position itself for growth in the western US. On Monday, the firm revealed that it's revamping the ...