Articles tagged "RBC"
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Wealthfront turns to Frank Quattrone to spur sale after RBC and SPAC deals fall through, say RIABiz sources, but reported $1.5 billion price may be bridge too far
Though buyers are interested in the Palo Alto, Calif. -headquartered robo, they may have balked at the price, which sources say pushes the envelope even in a hot market, but banker Catalyst will further test the market.
November 17, 2021 at 2:29 AM
RBC Wealth Management adds NextCapital to its robo lineup with a head-scratching explanation about its earlier pick of FutureAdvisor
It appears Rob Foregger's robo-come-lately has leapfrogged its bigger, better-funded automated portfolio offering -- although the 'why' of it is open to interpretation
November 21, 2016 at 6:51 PM
City National sells off salvaged remains of Convergent Wealth Advisors, but not before Convergent sheds nearly $7 billion of AUM
After a trifecta of traumas, Mark Hurley steps in to fund and help construct deal with Pathstone and PagnatoKarp; cuts a deal with four younger advisors to start segmented division
September 13, 2016 at 5:26 PM
How an eclectic trio of RIA custodians are willfully gaining ground with snail-like precision -- Part 2 of 3
Lazarus-like RBC has another new leader, as does Trust Company of America and Shareholders Service Group, which is selling itself as a Pershing reseller of high security, but with more agile service
June 15, 2016 at 8:08 PM
A Swiss RIA advisor reports on a Zurich event aimed at shaping, saving Swiss wealth management in the wake of purging American clients
Complacency is still the rule but a personality-changed Credit Suisse and the rise of Swiss RIAs are signs of Swiss innovation, adaptability and -- gasp -- customer service
July 24, 2015 at 5:38 PM
Following serious questions about how it calculated returns, F-Squared hires a new CEO after the old one leaves
On a short Raymond James, RBC and Wells Fargo leash, the biggest ETF manager in the industry with $28 billion loses Howard Present and brings up Laura Dagan from its board of directors
December 4, 2014 at 12:36 AM
RBC's most visible RIA leader, Craig Gordon, departs
RBC gets hit with another loss but the company maintains its still has the foot on the gas pedal for its RIA unit
January 9, 2014 at 7:22 PM
After starring in New Yorker article, Mary Jo White holds SIFMA event spellbound and 'no-admit, no-deny' is still in play
The muscular prosecutor of security fraud and terrorism cases delivered roses -- and maybe some thorns
November 13, 2013 at 5:03 PM
How U.S. Bank appeared on the scene as an RIA custodian and where it might find love
Though the brand seems to scream out Generic Retail Bank, its Cincinnati RIA unit see room to wrest share from bigger, more faceless banks and the smaller brokerages
June 11, 2013 at 6:15 AM
What ever became of RBC's RIA custody unit after it showed such promise
Royal Bank of Canada high-ups say RBC Advisor Services still holds importance, but the Cerulli numbers are concerning and some RBC brokers are barred from channel switches
May 16, 2013 at 5:08 PM
What three consumer-investors told CEOs at the Tiburon conference in New York
It's not, not, not the products and the returns that keep them coming back
April 17, 2013 at 6:41 AM
Why some RIAs are jumping through hoops to custody assets with JPMorgan
After selling its RIA unit to RBC, its marquee name, sterling reputation and a new platform continues to draw advisors
April 19, 2012 at 3:14 PM
Fidelity follows Schwab's lead on hybrid advisors -- and four other items of RIA interest
Both big custodians like NFP as a partner; in other news, Morningstar warms to alternatives, EP makes a hire, JHS gets bigger by 75
March 13, 2012 at 4:09 AM
Raymond James launches a separate RIA unit and appoints a former Merrill Lynch breakaway to head it
Calling the RIA business a 'strategic imperative', Chet Helck is making Bill Van Law the founding president of the RJ investment advisors division
February 13, 2012 at 5:58 PM
RBC hires another Fidelity alumnus to boost its RIA unit's sales
Sanjeev Rajput has 'hit the ground running'
