Christopher Andreach, who manages $500 million, has returned to RBC Wealth Management in Florham Park, New Jersey after spending a little over two months with UBS Group.
Andreach had been with RBC for 17 years before leaving the firm in September. He began his securities career at Merrill Lynch in 1994 and spent almost 10 years there before joining RBC.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.