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RBC Advisor Services

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Articles tagged "RBC Advisor Services"

Jon Stein: There was a gasp in the room.

Apr 11, 2019

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

Larry Shumbre: Riskalyze doesn't work for any advisor who knows the basics of risk.

Mar 30, 2018

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

Craig Gordon: I have seen significant advancements and a huge commitment by RBC.

Nov 28, 2016

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

Brett Thorne: It is always up to the individual advisor working with the client to assess the client’s goals and to help the client get the right investments.

Nov 21, 2016

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

RBC got Ryan Marcus to shake things up. He began to and he's leaving.

Aug 6, 2014

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

Ryan Marcus: My job is to bring them to the big dance.

Sep 5, 2013

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

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

Nov 2, 2010

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

Expect to hear more in 2010 from Mike Durbin, who leads Fidelity's fast-growing RIA custody unit

Dec 31, 2009

Percolating: RIA custody roundup for 2010

New faces, new programs, new technology and new assets

Brian Hamburger: “I’ve been critical of investment advisers. I don’t think they’ve taken advantage of this time [of upheaval].”

Oct 22, 2009

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

Attendees will shares notes on how to dismantle wirehouse salesforces

RBC Advisor Services

Articles tagged "RBC Advisor Services"

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

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

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

RBC Wealth Management adds NextCapital to its robo lineup with a head-scratching explanation about its earlier pick of FutureAdvisor

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

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

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

Percolating: RIA custody roundup for 2010

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

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