RBC Wealth Management – U.S. has recruited a father-son team from UBS that managed nearly $400 million in client assets n Florham Park, N.J.

As RBC announced that its U.S. wealth president would step down next year, executives separately revealed that the U.S. unit had added 90 "experienced" advisors in the firm's latest fiscal year.

The Creative Strategies for Modern Wealth Group has joined RBC’s Syracuse branch from UBS, where it oversaw nearly $770 ...

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 ...

Also, a pair of multigenerational advisor teams from UBS have defected in quick succession, moving to RBC and Raymond James.

RBC Wealth Management has launched its first expansion into Louisiana, opening a branch in New Orleans for Heller Stieffel & Noto Wealth Management’s five-person financial advisory team. The group ...

RBC Wealth Management—U.S. has added a former Robert W. Baird & Co. team in Texas that manages $670 million in client assets. The Ellsworth Fair Wealth Management Group, led by financial advisors ...

It is with great pleasure that RBC Wealth Management is pleased to announce The Krause Collective was named to the 2026 ...

Recent months have seen large numbers of advisors leaving Commonwealth Financial Network to go to Raymond James and leaving UBS to go, well, just about anywhere. This week was no different. Elsewhere, ...

RBC Wealth Management has lured another high-profile advisor from a major Wall Street firm. This week, the wealth division of Canada’s largest bank said Kevin Carey has left J.P. Morgan Wealth ...