Iran conflict creating large swings in market sentiment, providing areas of opportunity: RBC Wealth

Gautam Chadda, executive director at RBC Wealth Management, says his company is taking a defensive position, while keeping ...

RBC Wealth Awards Highlight Wealth Management Role In Growth And Valuation

RBC Wealth Management has received two Euromoney Private Banking Awards for 2026 in Canada. The awards recognize its advisory ...
Morningstar

2025 RBC and Campden Wealth Report: North American family offices adapt to uncertainty and embrace AI, innovation

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 ...
Cantech Letter

RBC Wealth Management recognized for high-net-worth client service and succession planning at Euromoney Private Banking Awards 2026

RBC Wealth Management has been recognized with two awards at the Euromoney Private Banking Awards 2026, underscoring its ...
Financial Planning

RBC Wealth sees revenue bump despite tepid asset flows

RBC's U.S. wealth management business saw its revenue rise slightly in the second quarter, even as its inflows of new assets flatlined. Processing Content The Royal Bank of Canada reported Thursday ...
Wealth Management

Deals & Moves: $1B Maridea Lures LPL Team; $30B Waverly Expands in Washington

Also, Carson adds a $160M firm in New York, The Finance Couple leaves LPL for Osaic, and RBC Wealth adds Morgan Stanley on ...
InvestmentNews

Advisor moves: RBC swipes $1.7B UBS team, Baird duo departs for LPL's Linsco channel

RBC Wealth Management's latest move in New York adds an elite eight-member team to its recently opened Westchester office. Yet another billion dollar-plus team has found greener pastures at RBC in New ...
WealthManagement.com

Q&A: RBC’s Strategy to Double its Wealth Management Business

2025 was a record year for RBC’s U.S. wealth management business in terms of advisor productivity recruited into the firm. And the company has had some recent notable recruiting wins, primarily from ...
Hosted on MSN

RBC Snags Advisor Overseeing $1 Billion From J.P. Morgan Wealth Management

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 ...
Seeking Alpha

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 an ...
Financial Planning

RBC touts recruiting wins as U.S. wealth exec plans to step down

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.
InvestmentNews

Advisor moves: Husband-wife advisor team from LPL hops to Osaic OSJ

Meanwhile, Cetera expands its reach in Alabama with a former Ameriprise team, and a $360 million advisor team from Morgan ...