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Articles tagged "Catie Tobin"


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Joshua Pace: Some advisors have grown so frustrated that they make a change to go to independent custodians. We don't compete on any level with advisors.

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

Leonard Palmer allows that not every RBC broker's request to become an RIA under RBC is approved.

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

Catie Tobin: I think size is an advantage to us.

A top RBC Wealth Management executive gets drafted to head the company's young RIA unit

Catie Tobin is expected to make the big financial muscle of the Royal Bank of Canada work for independent advisors

November 2, 2010 at 1:28 PM

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