Articles tagged "RBC Advisor Services"


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Betterment (and RBC) rush to exploit a fissure that opened between Dimensional Fund Advisors and the asset custodians who serve its 3,000-plus RIAs

The New York City robo will initially roll out to a handful of $1-billion-plus DFA RIAs that seek an efficient means of handling smaller accounts; the rest is up to Betterment CEO Jon Stein to make happen

April 11, 2019 — 3:19 PM

Totum's bid to beat Riskalyze, including its own 1 to 99 risk number, gets reward -- acceptance by Black Diamond and CircleBlack

CEO Larry Shumbres says financial advice industry is in for a shock, as thousands-strong uptick in users shows Totum Risk is the real deal

March 30, 2018 — 8:39 PM

Once RBC's RIA face, Craig Gordon returns to the Minneapolis-based custodian psyched about City National purchase and NextCapital deal

Gordon is betting his career on the premise that RBC has gotten its act together in the two years he was away

November 28, 2016 — 8:58 PM

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 — 6:51 PM

Ryan Marcus leaves RBC Advisor Services as clients and recruiters openly speculate that his drive was mismatched with his giant employer's bankerly ways

Despite a string of high-profile departures, RBC's US brokerage subsidiary is determined to keep a hand in the RIA custody business

August 6, 2014 — 12:38 PM

After a head-fake, Royal Bank of Canada shows it's back (or never left) in the RIA game with two NextGen hires

100 brokers have moved to RBC's broker dealer or RIA unit in the last 4 years though some recruiters need convincing that the RIA unit is more than a retention tool

September 5, 2013 — 8:02 PM

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 — 1:28 PM

Percolating: RIA custody roundup for 2010

New faces, new programs, new technology and new assets

December 31, 2009 — 4:23 AM

Merger and breakaway experts convene near Princeton at old Merrill Lynch lair

Attendees will shares notes on how to dismantle wirehouse salesforces

October 22, 2009 — 3:31 AM
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