RBC Wealth Management has confirmed that Tom Sagissor, who has served as president of the firm since 2016, will step down ...
RBC Wealth Management has entered the Louisiana market, opening a new branch in New Orleans with a five-person advisory team managing more than $1.2 billion in client assets. The Heller Stieffel & ...
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 ...
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In California, LPL said Brandon Dixon-James has launched Resilient Wealth Management in Fresno, joining LPL’s broker-dealer, RIA and custodial platforms. He brings approximately $250 million in ...
LPL and Wells Fargo are closing September on a high note with separate billion-dollar team additions. Meanwhile, Raymond James is continuing its Commonwealth recruitment streak, and Baird extended its ...
The company has appointed two division directors to run its private client group, replacing the role of president.
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.
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.
Tom Sagissor, president of RBC Wealth Management-U.S., a unit of Royal Bank of Canada, will step down from his current role ...