A 16-person team, including five financial advisers who managed $1.7 billion at UBS in Indianapolis, has joined RBC Wealth Management.
The Promus Wealth Management Group is among the largest teams by headcount to join the firm, RBC said in a release. Advisers making the move were David W. Bartz, Daniel P. Chillemi, Brendon C. Harbron, George J. Kempf and Jordan Frye.
The team specializes in individual wealth management and retirement plan consulting.
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.
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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.
