Leo Almazora
The RIA is bolstering its partnership model as it helps the breakaway team, led by a 25-year veteran, launch their own high-net-worth firm.
With data drawing on 266 million cases, white paper suggests the rule of thumb can cause retirement plans to massively overshoot clients’ actual needs.
The collaboration will let over 2,400 advisors manage retirement plan assets for more than 200,000 clients across the wealth giant’s enterprise.
Collectively, the two veteran advisor groups in Maryland are bringing around $900M in client assets to RBC’s wealth advisory business.
The firm expands its private wealth presence in Philadelphia, Pennsylvania with a veteran trio of high-net-worth advisors from Raymond James.
The five-year, multimillion-dollar effort aims to produce a data-driven index to determine Americans’ readiness to live a good 100 years.
Fintech partnership aims to enhance advisors’ financial planning with a broader-picture view of clients’ finances.
The advisor, who reportedly managed $450M in client assets at UBS, is joining the Western division in California.
Daley brings more than three decades’ experience to the independent wealth firm as its head of advisor success and integration.
Survey reveals three-quarters of investors bracing for recession, with 83 percent of older respondents worried about basic living needs.
