The launch follows a strong year of new advisor growth for RBC, with assets up 67% year-over-year through July.

RBC expands into Louisiana with a five-person team based in New Orleans. The move adds to a recent spate of attrition for UBS.

The group, which managed more than $1.2 billion in assets at UBS, includes Mark Heller, Diana Dalton Stieffel, Andrew Noto, Terri Folkins, and Colleen Kirkpatrick. All members have deep roots in New ...

Janney Montgomery Scott, a Philadelphia wealth management and investment banking firm with more than $167 billion in assets under advisement, has expanded into Texas with the addition of two Dallas ...

Merrill has also nabbed a Morgan Stanley team in Georgia, while Raymond James lured multiple breakaway teams to its employee ...

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 ...

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.

In addition, Arkadios gets another Commonwealth team, and RBC adds advisors who had managed over $700 in assets for Morgan ...

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