The team, Rosenwald Private Wealth, is establishing its own wealth management firm, with support from Indivisible, a platform ...
The six-person Rosenwald Private Wealth team, led by Beth Rosenwald, joins John Thiel’s advisor-owned growth partnership.
Private Banker International on MSN

RBC Wealth Management appoints chief commercial officer

William Hepburne-Scott will oversee the delivery of the firm’s commercial plans for European Wealth Management.
RBC's overall profits grew in the fourth quarter of 2023, but net income plunged at its wealth management unit. RBC's overall profits rose last quarter, but its wealth management business stumbled.
MINNEAPOLIS, Feb. 11, 2026 /CNW/ - RBC Wealth Management today announced the expansion of RBC Echelon, its premier platform for ultra-high-net-worth (UHNW) clients, with the addition of three industry ...
A $1.1 billion Michigan-based six-person team is joining RBC Wealth Management from UBS, a move that comes on the heels of a J.P. Morgan advisor managing nearly $1 billion decamping to RBC earlier ...
Wealthtech platform Orion and RBC Wealth Management-U.S. have been named Innovators of the Year during Financial Planning's first-ever Innovation Awards ceremony. Processing Content The winners were ...
RBC Wealth Management has expanded into the state of Louisiana, opening a new branch in New Orleans with a five-person team that had been managing over $1.2 billion in client assets for UBS. The ...
RBC Wealth Management is restructuring its private client division in a bid to better position itself for growth in the western US. On Monday, the firm revealed that it's revamping the organizational ...
RBC Wealth Management has strengthened its presence in New Jersey by adding a veteran financial advisor and his team to its Paramus office. The firm announced Friday that it’s welcomed The Callot ...
“We were very forms-based,” said Greg Beltzer, head of technology at the wealth management firm. And while hundreds of pages sounds like a lot, much of it was disclosures, and forms for client ...
RBC Wealth Management, a wholly owned subsidiary of Royal Bank ofCanada, is one of the largest full-service securities firms in the U.S. Thecompany serves individual investors and businesses through ...