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 at 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 at 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 at 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 at 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 at 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 at 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 at 1:28 PM
Percolating: RIA custody roundup for 2010
New faces, new programs, new technology and new assets
December 31, 2009 at 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
