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Articles tagged "RBC Advisor Services"


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Jon Stein: There was a gasp in the room.

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 at 3:19 PM

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

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 at 8:39 PM

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

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 at 8:58 PM

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.

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

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

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 at 12:38 PM

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

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 at 8:02 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

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

Percolating: RIA custody roundup for 2010

New faces, new programs, new technology and new assets

December 31, 2009 at 4:23 AM

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

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 at 3:31 AM

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