01/25/2018
Some of RBC’s recent recruits include a team managing $200 million from Wells Fargo, a Morgan Stanley advisor managing $180 million and a $610 million team from Merrill Lynch.
01/25/2018
The company “remains committed to supporting the agreement, as we believe the integrity of the adviser-client relationship is integral to putting clients’ interests first.”
01/24/2018
In the event, Massey and his family members decided a commercial partner -- specifically Signature Family Wealth Advisors, a multifamily office -- best met these needs.
01/24/2018
He led the race for 27 laps and achieved the fastest average lap-time of any driver.
01/22/2018
UBS said its American wealth management business would be merged with its international wealth management division with effect from February 1.
01/22/2018
RBC is also a sponsor for Ellevate’s upcoming Mobilize Women Summit in June 2018.
01/22/2018
The bank said it will maintain the regional client variations in its client service model, while middle- and back office functions will be more closely aligned and integrated.
01/22/2018
Noyes Acquires Chicago Based Kiely and Associates Tax and Accounting Practice
01/22/2018
The brokerage is also hiring more banking specialists to work with its advisors.
01/21/2018
“Our success is the result of tailor-made strategies, precisely executed within a partnership environment,”
01/19/2018
Lakeview will now operate as Private Ocean and continue to operate in its current location in Seattle.
01/18/2018
“It is an entirely new operation today,” the spokesperson said.
01/18/2018
The models presently available on the platform include ETFs and mutual funds.
01/17/2018
These “hidden costs” include things like oversimplifications of risk preferences and a misalignment with investor profiles
01/17/2018
Named Best Bank for Entrepreneurs in Professional Wealth Management/The Banker Global Private Banking Awards
01/16/2018
The division’s client assets at the end of 31 December 2017 totalled $1.9 trillion, a jump of 11% compared to the end of December 2016.
01/16/2018
The transition takes some of the load of managing the undisclosed sum off the shoulders of Massey, who said he’s been running his side of the family’s finances since his father died in 1994
01/16/2018
This charge is comprised of $19 billion related to the re-measurement of Citi's deferred tax assets arising from a lower U.S. corporate tax rate and shift to a territorial tax regime
01/16/2018
The 10 biggest gifts in 2017 totaled $10.2bn, more than double the amount in 2016, when the figure was around the $4.3bn mark.
01/16/2018
2017 was a record year on many measures for JPMorgan Chase as we added clients and customers and delivered record EPS